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
$119M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$5.45M
3
+$5.08M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$4.89M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.62M

Top Sells

1
+$3.98M
2
+$2.95M
3
+$2.47M
4
DLR icon
Digital Realty Trust
DLR
+$2.27M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.07M

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
– –
-7,014
77
– –
-2,190
78
– –
-3,260
79
– –
-3,276
80
– –
-22,277
1 2 3
4