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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
$177M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$7.15M
3
+$6.76M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.93M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.34M

Top Sells

1
+$10.1M
2
+$9.81M
3
+$9.14M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.55M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.17M

Sector Composition

1 Technology 6.94%
2 Healthcare 4.2%
3 Consumer Discretionary 3.16%
4 Financials 2.48%
5 Consumer Staples 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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