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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
$222M
AUM Growth
-$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.7M
3
+$11.4M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.6M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$10.3M

Top Sells

1
+$16.1M
2
+$15.6M
3
+$14.4M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$14M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$12M

Sector Composition

1 Technology 8.06%
2 Communication Services 6.61%
3 Healthcare 6.31%
4 Financials 4.58%
5 Consumer Discretionary 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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