CFA

Camarda Financial Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 31.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$15.3M
3
+$13.8M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$9.24M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.86M

Top Sells

1
+$4.82M
2
+$4.17M
3
+$3.19M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.13M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3M

Sector Composition

1 Technology 7.7%
2 Consumer Discretionary 5.8%
3 Industrials 5.02%
4 Financials 3.81%
5 Materials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
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