CFA

Camarda Financial Advisors Portfolio holdings

AUM $263M
1-Year Est. Return 34.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$4.95M
3
+$4.73M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$4.69M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.33M

Top Sells

1
+$3.9M
2
+$2.8M
3
+$2.47M
4
DLR icon
Digital Realty Trust
DLR
+$2.27M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.95M

Sector Composition

1 Consumer Discretionary 7.55%
2 Healthcare 6.64%
3 Technology 4.02%
4 Financials 3.41%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-7,261
77
– –
-3,144
78
– –
-7,014
79
– –
-3,276
80
– –
-22,277
1 2 3
4