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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
$148M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$10.4M
3
+$10.4M
4
VTV icon
Vanguard Value ETF
VTV
+$10.4M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.3M

Top Sells

1
+$10.8M
2
+$10.6M
3
+$10.1M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$9.98M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$9.72M

Sector Composition

1 Technology 7.88%
2 Healthcare 5.93%
3 Consumer Discretionary 2.87%
4 Materials 2.73%
5 Financials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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-18,752
103
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104
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-20,295
105
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-5,290
106
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-17,498
107
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-8,514
108
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-46,929
109
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-37,912
110
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-6,254
111
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-246,102
112
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-392,098
113
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-7,020
114
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-105,555
115
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-4,574
116
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-127,212
117
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-5,685
118
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-60,616
119
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-3,790
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