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
$71.5M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$6.78M
3
+$6.34M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$6.22M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.88M

Top Sells

1
+$1.32M
2
+$1M
3
+$952K
4
IDV icon
iShares International Select Dividend ETF
IDV
+$877K
5
UNP icon
Union Pacific
UNP
+$846K

Sector Composition

1 Healthcare 14.47%
2 Real Estate 4.98%
3 Technology 4.16%
4 Communication Services 3.87%
5 Consumer Staples 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-100,500
1 2
3