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
51
$1.59M 0.64%
3,152
-1,507
52
$1.58M 0.64%
15,802
+846
53
$1.22M 0.49%
37,058
-802
54
$1.18M 0.48%
2,797
-878
55
$1.14M 0.46%
+9,825
56
$1.13M 0.46%
+23,795
57
$1.04M 0.42%
+1,084
58
$903K 0.37%
28,032
-1,753
59
$863K 0.35%
7,919
-471
60
$700K 0.28%
3,404
-438
61
$663K 0.27%
18,011
-510
62
$546K 0.22%
9,800
-195
63
$490K 0.2%
5,029
64
$430K 0.17%
2,354
-86
65
$391K 0.16%
1,940
-1,900
66
$389K 0.16%
2,675
67
$322K 0.13%
9,441
+177
68
$258K 0.1%
332
-267
69
$236K 0.1%
616
-488
70
$232K 0.09%
7,267
71
$216K 0.09%
143
72
$215K 0.09%
+1,581
73
$107K 0.04%
+407
74
– –
-1,976
75
– –
-39,167
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3
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