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
$123M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$3.71M
2 +$3.64M
3 +$3.45M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.8M
5
STJ
St Jude Medical
STJ
+$2.5M

Top Sells

1 +$2.11M
2 +$1.69M
3 +$528K
4
XOM icon
Exxon Mobil
XOM
+$459K
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$264K

Sector Composition

1 Healthcare 9.3%
2 Consumer Discretionary 6.55%
3 Technology 6.5%
4 Industrials 6.35%
5 Energy 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-534
202
-65