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
$247M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$4.38M
3
+$4.14M
4
AMAT icon
Applied Materials
AMAT
+$2.3M
5
AMD icon
Advanced Micro Devices
AMD
+$2.26M

Top Sells

1
+$11M
2
+$3.92M
3
+$3.67M
4
PDD icon
Pinduoduo
PDD
+$2.72M
5
MDC
M.D.C. Holdings, Inc.
MDC
+$2.19M

Sector Composition

1 Technology 13.82%
2 Consumer Discretionary 3.18%
3 Communication Services 2.81%
4 Industrials 2.72%
5 Financials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 0.93%
17,218
-648
27
$2.26M 0.92%
+12,549
28
$2.23M 0.9%
57,900
-1,214
29
$2.21M 0.89%
7,350
-250
30
$2.21M 0.89%
3,010
-221
31
$2.19M 0.89%
+22,560
32
$2.16M 0.87%
6,468
-78
33
$2.13M 0.86%
+12,400
34
$2.12M 0.86%
16,084
-187
35
$2.1M 0.85%
22,238
-339
36
$2.02M 0.81%
34,705
-2,502
37
$1.98M 0.8%
+26,370
38
$1.96M 0.79%
11,448
-628
39
$1.94M 0.78%
53,615
-471
40
$1.92M 0.78%
6,875
-266
41
$1.91M 0.77%
5,521
-108
42
$1.87M 0.76%
6,317
+61
43
$1.87M 0.75%
45,192
+2,595
44
$1.8M 0.73%
20,052
+512
45
$1.77M 0.71%
85,995
-5,016
46
$1.75M 0.71%
16,389
+151
47
$1.75M 0.71%
35,125
-1,910
48
$1.72M 0.69%
7,060
+26
49
$1.72M 0.69%
+33,631
50
$1.67M 0.67%
15,377
+426
1
2
3 4