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
$148M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$10.2M
3
+$10.1M
4
VTV icon
Vanguard Value ETF
VTV
+$10.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.1M

Top Sells

1
+$10.8M
2
+$10.6M
3
+$10.1M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$9.98M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$9.72M

Sector Composition

1 Technology 7.88%
2 Healthcare 5.93%
3 Consumer Discretionary 2.87%
4 Materials 2.73%
5 Financials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$212K 0.14%
+4,557
77
$201K 0.14%
+850
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