CFA

Camarda Financial Advisors Portfolio holdings

AUM $254M
1-Year Est. Return 25.59%
This Quarter Est. Return
1 Year Est. Return
+25.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.7M
3
+$12.7M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$12.7M
5
INTC icon
Intel
INTC
+$3.92M

Top Sells

1
+$7.67M
2
+$2.89M
3
+$2.56M
4
AVGO icon
Broadcom
AVGO
+$1.5M
5
NVDA icon
NVIDIA
NVDA
+$1.12M

Sector Composition

1 Technology 13.12%
2 Consumer Discretionary 4.43%
3 Industrials 3.03%
4 Financials 2.57%
5 Communication Services 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 0.92%
3,231
+88
27
$2.12M 0.92%
17,866
+324
28
$2M 0.86%
7,600
+358
29
$1.99M 0.86%
11,715
+301
30
$1.98M 0.85%
5,629
+243
31
$1.93M 0.83%
37,207
+35
32
$1.91M 0.82%
59,114
+2,080
33
$1.9M 0.82%
22,301
-678
34
$1.89M 0.82%
22,577
-549
35
$1.86M 0.8%
+91,011
36
$1.86M 0.8%
7,141
+390
37
$1.83M 0.79%
6,546
+311
38
$1.83M 0.79%
37,035
+285
39
$1.81M 0.78%
6,256
+331
40
$1.8M 0.77%
7,112
+261
41
$1.77M 0.76%
16,271
-178
42
$1.77M 0.76%
12,079
+1,339
43
$1.76M 0.76%
19,540
+1,243
44
$1.76M 0.76%
16,238
+1,108
45
$1.72M 0.74%
39,167
+2,491
46
$1.71M 0.74%
54,086
+2,676
47
$1.68M 0.72%
14,951
+1,269
48
$1.61M 0.69%
42,597
-33
49
$1.45M 0.62%
31,986
+3,266
50
$1.44M 0.62%
7,034
+619
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