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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
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