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
51
$1.71M 0.67%
33,212
-419
52
$1.69M 0.66%
+11,826
53
$1.53M 0.6%
1,456
+372
54
$1.33M 0.52%
+26,934
55
$899K 0.35%
+28,168
56
$898K 0.35%
+26,340
57
$890K 0.35%
+23,437
58
$870K 0.34%
27,584
-448
59
$845K 0.33%
7,890
-29
60
$728K 0.29%
+3,507
61
$658K 0.26%
17,828
-183
62
$570K 0.22%
4,936
-4,889
63
$567K 0.22%
+6,057
64
$549K 0.22%
+5,341
65
$547K 0.22%
5,453
+424
66
$505K 0.2%
8,960
-840
67
$402K 0.16%
2,042
-312
68
$402K 0.16%
2,675
69
$380K 0.15%
10,192
+751
70
$337K 0.13%
1,940
71
$303K 0.12%
335
+3
72
$279K 0.11%
1,608
+27
73
$234K 0.09%
7,267
74
$213K 0.08%
+1,289
75
$212K 0.08%
616
1 2
3
4