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
$200M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.7M
3
+$11.6M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$11.5M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$8.5M

Top Sells

1
+$8.26M
2
+$8.08M
3
+$7.75M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.04M
5
GLD icon
SPDR Gold Trust
GLD
+$2.42M

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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88
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-18,653
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