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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
$85.1M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$9.95M
2
+$4.14M
3
+$3.35M
4
IBB icon
iShares Biotechnology ETF
IBB
+$2.21M
5
CDNS icon
Cadence Design Systems
CDNS
+$2.12M

Top Sells

1
+$6.55M
2
+$5.59M
3
+$3.67M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.47M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.42M

Sector Composition

1 Technology 6.93%
2 Healthcare 6.63%
3 Industrials 4.93%
4 Utilities 3.26%
5 Energy 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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79
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80
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81
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82
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-151,940
83
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-392
84
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85
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86
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87
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-21,327
88
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-9,059
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4