CFA

Camarda Financial Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 31.09%
This Quarter Est. Return
1 Year Est. Return
+31.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85.1M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$4M
3
+$3.19M
4
IBB icon
iShares Biotechnology ETF
IBB
+$2.08M
5
SPXU icon
ProShares UltraPro Short S&P 500
SPXU
+$2.05M

Top Sells

1
+$5.89M
2
+$5.59M
3
+$3.67M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.42M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$3.38M

Sector Composition

1 Technology 6.93%
2 Healthcare 6.63%
3 Industrials 4.93%
4 Utilities 3.26%
5 Energy 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$605K 0.71%
3,105
+215
27
$603K 0.71%
13,773
-4,636
28
$601K 0.71%
+5,617
29
$600K 0.7%
3,379
+299
30
$588K 0.69%
9,786
+2,089
31
$586K 0.69%
3,358
+347
32
$580K 0.68%
8,180
+529
33
$575K 0.68%
16,529
+1,287
34
$572K 0.67%
5,120
+1,039
35
$567K 0.67%
6,766
-405
36
$563K 0.66%
5,514
-333
37
$560K 0.66%
20,435
+3,749
38
$557K 0.65%
21,825
+4,622
39
$553K 0.65%
44,824
+2,285
40
$552K 0.65%
12,440
+2,330
41
$552K 0.65%
23,972
+1,428
42
$548K 0.64%
19,634
+4,021
43
$543K 0.64%
19,084
+1,260
44
$541K 0.64%
+8,734
45
$540K 0.63%
1,959
+271
46
$524K 0.62%
9,851
+2,627
47
$504K 0.59%
9,509
-291
48
$419K 0.49%
+5,124
49
$393K 0.46%
8,783
-1,658
50
$384K 0.45%
+6,905
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