We are live on ! Find out more
CFA

Camarda Financial Advisors Portfolio holdings

AUM $190M
1-Year Est. Return 48.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.4M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.92M
3
+$1.79M
4
AAPL icon
Apple
AAPL
+$1.69M
5
CACI icon
CACI
CACI
+$497K

Top Sells

1
+$3.63M
2
+$3.44M
3
+$3.25M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.63M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.41M

Sector Composition

1 Energy 12.08%
2 Consumer Discretionary 7.69%
3 Technology 7.13%
4 Healthcare 7.1%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-80
102
– –
-6,442
103
– –
-73,938
104
– –
-41,817
105
– –
-399
106
– –
-52,811
107
– –
-64
108
– –
-3,294
109
– –
-150
110
– –
-54
111
– –
-62
112
– –
-806
113
– –
-1,500
114
– –
-10
115
– –
-110,479
116
– –
-7,597
117
– –
-1,261
118
– –
-159
119
– –
-72,407
120
– –
-300
121
– –
-204
122
– –
-244
123
– –
-463
124
– –
-128
125
– –
-403
3 4
5
6 7