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
$255M
AUM Growth
+$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.4M
3
+$11M
4
QCOM icon
Qualcomm
QCOM
+$4.02M
5
MU icon
Micron Technology
MU
+$2.81M

Top Sells

1
+$12.8M
2
+$11.7M
3
+$11.2M
4
NVDA icon
NVIDIA
NVDA
+$4.45M
5
CRWD icon
CrowdStrike
CRWD
+$4.16M

Sector Composition

1 Technology 12.45%
2 Financials 4.45%
3 Communication Services 2.39%
4 Healthcare 2.17%
5 Utilities 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 1.03%
12,183
+8,779
27
$2.51M 0.99%
23,600
+1,040
28
$2.47M 0.97%
20,000
-36,000
29
$2.45M 0.96%
12,098
+644
30
$2.34M 0.92%
17,594
+376
31
$2.29M 0.9%
4,539
-3,995
32
$2.28M 0.89%
13,000
+600
33
$2.22M 0.87%
+31,315
34
$2.14M 0.84%
+4,729
35
$2.12M 0.83%
58,198
+4,583
36
$2.05M 0.8%
+12,421
37
$2.05M 0.8%
43,635
+19,840
38
$2.01M 0.79%
+19,528
39
$1.99M 0.78%
16,084
40
$1.99M 0.78%
21,750
+1,698
41
$1.98M 0.78%
6,920
+452
42
$1.97M 0.77%
21,624
-614
43
$1.96M 0.77%
46,337
+1,145
44
$1.95M 0.77%
7,431
+556
45
$1.89M 0.74%
20,582
-7,455
46
$1.86M 0.73%
34,101
-604
47
$1.75M 0.69%
+69,103
48
$1.74M 0.68%
84,385
-1,610
49
$1.73M 0.68%
+23,430
50
$1.72M 0.68%
34,579
-546
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