CFA

Camarda Financial Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 31.09%
This Quarter Est. Return
1 Year Est. Return
+31.09%
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
+$5.1M
2
+$2.33M
3
+$1.75M
4
SAVE
Spirit Airlines, Inc.
SAVE
+$1.71M
5
IDCC icon
InterDigital
IDCC
+$1.68M

Top Sells

1
+$5.46M
2
+$3.24M
3
+$2.61M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.6M
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
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