CFA

Camarda Financial Advisors Portfolio holdings

AUM $263M
1-Year Est. Return 34.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$42.9M
AUM Growth
-$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$55.5K
2
+$27.5K
3
+$2.64K
4
HSBC icon
HSBC
HSBC
+$1.2K
5
CCL icon
Carnival Corp
CCL
+$138

Top Sells

1
+$263K
2
+$213K
3
+$200K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$188K
5
LMT icon
Lockheed Martin
LMT
+$186K

Sector Composition

1 Consumer Discretionary 22.13%
2 Financials 17.03%
3 Healthcare 15%
4 Real Estate 12.6%
5 Energy 12.59%
Name Market Value Portfolio Weight Shares or Principal Change
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