We are live on ! Find out more
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
$102M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$2.31M
3
+$1.83M
4
UTHR icon
United Therapeutics
UTHR
+$1.78M
5
IDCC icon
InterDigital
IDCC
+$1.75M

Top Sells

1
+$5.33M
2
+$3.16M
3
+$2.57M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.54M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$2.16M

Sector Composition

1 Industrials 20.69%
2 Technology 13.98%
3 Communication Services 7.28%
4 Healthcare 6.62%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-22
177
$0 ﹤0.01%
7
178
– –
-8
179
– –
-125
180
– –
-50
181
– –
-104
182
– –
-100
183
– –
-21,039
184
– –
-78
185
– –
-655
186
– –
-16,781
187
– –
-100
188
– –
-278
189
– –
-23,904
190
– –
-150
191
– –
-31
192
– –
-25,190
193
– –
-330
194
– –
-13,134
195
– –
-100
196
– –
-19,608
197
– –
-15,167
198
– –
-28
199
– –
-14,490
200
– –
-26,138
6 7
8
9 10