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CFA

Camarda Financial Advisors Portfolio holdings

AUM $190M
1-Year Est. Return 48.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$10.2M
3
+$9.63M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$9.38M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$9.35M

Top Sells

1
+$8.4M
2
+$6.7M
3
+$5.88M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.04M
5
GXC icon
State Street SPDR S&P China ETF
GXC
+$4.82M

Sector Composition

1 Healthcare 5.96%
2 Consumer Discretionary 5.02%
3 Consumer Staples 4.23%
4 Financials 3.62%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$288K 0.18%
5,325
77
$251K 0.16%
+3,749
78
$242K 0.15%
640
79
$221K 0.14%
934
80
$218K 0.13%
+4,230
81
$204K 0.13%
+1,311
82
– –
-7,040
83
– –
-13,774
84
– –
-36,772
85
– –
-105,855
86
– –
-33,879
87
– –
-9,625
88
– –
-10,424
89
– –
-40,595
90
– –
-48,480
91
– –
-31,213
92
– –
-3,478
93
– –
-28,758
94
– –
-5,221
95
– –
-4,608
96
– –
-7,071
97
– –
-16,258
98
– –
-36,716
99
– –
-4,245
100
– –
-1,195
1 2 3
4
5