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
$83.6M
AUM Growth
-$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$580K
2
+$252K
3
+$174K
4
PGX icon
Invesco Preferred ETF
PGX
+$149K
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$42.1K

Top Sells

1
+$1.08M
2
+$926K
3
+$654K
4
MSF
Morgan Stanley Emerging Mkts Fd
MSF
+$443K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$428K

Sector Composition

1 Industrials 12.89%
2 Consumer Discretionary 11.34%
3 Technology 10.86%
4 Healthcare 9.31%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2K ﹤0.01%
53
177
$2K ﹤0.01%
110
-1,193
178
$1K ﹤0.01%
+46
179
$1K ﹤0.01%
+39
180
$1K ﹤0.01%
+58
181
$1K ﹤0.01%
+39
182
$1K ﹤0.01%
+16
183
$1K ﹤0.01%
+12
184
$1K ﹤0.01%
+20
185
$1K ﹤0.01%
+14
186
$1K ﹤0.01%
+12
187
– –
-250
188
– –
-454
189
– –
-1,719
190
– –
-379
191
– –
-287
192
– –
-266
193
– –
-928
194
– –
-454
195
– –
-55
196
– –
-1,648
197
– –
-322
198
– –
-78
199
– –
-55
200
– –
-439
6 7
8
9 10