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
$96.7M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$6.96M
3
+$5.91M
4
AMLP icon
Alerian MLP ETF
AMLP
+$4.09M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.4M

Top Sells

1
+$5.56M
2
+$4.24M
3
+$783K
4
USNA icon
Usana Health Sciences
USNA
+$345K
5
ROST icon
Ross Stores
ROST
+$276K

Sector Composition

1 Industrials 9.77%
2 Consumer Discretionary 8.37%
3 Technology 8.2%
4 Healthcare 7.62%
5 Communication Services 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
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