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
201
– –
-45
202
– –
-50
203
– –
-303
204
– –
-28
205
– –
-21,580
206
– –
-322
207
– –
-540
208
– –
-467
209
– –
-1,239
210
– –
-801
211
– –
-43
212
– –
-17,073
213
– –
-300
214
– –
-55
215
– –
-428
216
– –
-912
217
– –
-3,436
218
– –
-44
219
– –
-300
220
– –
-166
221
– –
-36
222
– –
-7,781
223
– –
-20
224
– –
-26
225
– –
-1,036
7 8
9
10 11