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
$255M
AUM Growth
+$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.4M
3
+$11M
4
QCOM icon
Qualcomm
QCOM
+$3.82M
5
CEG icon
Constellation Energy
CEG
+$2.74M

Top Sells

1
+$12.8M
2
+$11.7M
3
+$11.2M
4
CRWD icon
CrowdStrike
CRWD
+$4.16M
5
NVDA icon
NVIDIA
NVDA
+$3.64M

Sector Composition

1 Technology 12.45%
2 Financials 4.45%
3 Communication Services 2.39%
4 Healthcare 2.17%
5 Utilities 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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