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
$155M
AUM Growth
-$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$8.05M
2
+$5.38M
3
+$4.75M
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$2.95M
5
FLRT icon
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
+$2.92M

Top Sells

1
+$11.7M
2
+$11.7M
3
+$11.6M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$11.5M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$8.11M

Sector Composition

1 Technology 11.57%
2 Consumer Discretionary 5.95%
3 Communication Services 5.24%
4 Industrials 4.09%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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86
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