CFA

Camarda Financial Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 31.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$9.68M
3
+$9.46M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.98M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$7.67M

Top Sells

1
+$33.2M
2
+$14.5M
3
+$13.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$12M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$6.94M

Sector Composition

1 Healthcare 4.24%
2 Technology 4.17%
3 Industrials 3.36%
4 Consumer Discretionary 3.18%
5 Financials 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
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