CFA

Camarda Financial Advisors Portfolio holdings

AUM $254M
1-Year Est. Return 25.59%
This Quarter Est. Return
1 Year Est. Return
+25.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$12.7M
3 +$12.7M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$12.7M
5
INTC icon
Intel
INTC
+$3.92M

Top Sells

1 +$7.67M
2 +$2.89M
3 +$2.56M
4
AVGO icon
Broadcom
AVGO
+$1.5M
5
NVDA icon
NVIDIA
NVDA
+$1.12M

Sector Composition

1 Technology 13.12%
2 Consumer Discretionary 4.43%
3 Industrials 3.03%
4 Financials 2.57%
5 Communication Services 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$212K 0.09%
+7,267
77
$208K 0.09%
+395
78
$204K 0.09%
+1,976
79
-111,315
80
-3,295
81
-8,539
82
-1,145