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
$164M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$5.37M
3
+$5.18M
4
FEO
First Trust/abrdn Emerging Opportunity Fund
FEO
+$3.77M
5
SWKS icon
Skyworks Solutions
SWKS
+$2.97M

Top Sells

1
+$4.06M
2
+$3.45M
3
+$1.94M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$1.89M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$1.83M

Sector Composition

1 Healthcare 10.87%
2 Technology 8.74%
3 Communication Services 5.96%
4 Consumer Discretionary 5.87%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$120K 0.07%
1,500
102
$111K 0.07%
15,514
103
$101K 0.06%
5,731
104
$97K 0.06%
1,808
105
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659
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106
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107
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108
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109
$86K 0.05%
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110
$80K 0.05%
1,389
111
$78K 0.05%
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112
$75K 0.05%
+4,972
113
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114
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115
$59K 0.04%
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116
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717
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117
$58K 0.04%
555
118
$52K 0.03%
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121
$43K 0.03%
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122
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123
$40K 0.02%
390
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124
$40K 0.02%
301
125
$39K 0.02%
892
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3 4
5
6 7