CFA

Camarda Financial Advisors Portfolio holdings

AUM $263M
1-Year Est. Return 34.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.9M
3
+$10.6M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$10.6M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$8.11M

Top Sells

1
+$7.58M
2
+$7.53M
3
+$7.34M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.06M
5
GLD icon
SPDR Gold Trust
GLD
+$2.49M

Sector Composition

1 Technology 11.29%
2 Consumer Staples 3.16%
3 Industrials 3.12%
4 Communication Services 3.04%
5 Consumer Discretionary 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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