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
$247M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$4.38M
3
+$4.14M
4
AMAT icon
Applied Materials
AMAT
+$2.3M
5
AMD icon
Advanced Micro Devices
AMD
+$2.26M

Top Sells

1
+$11M
2
+$3.92M
3
+$3.67M
4
PDD icon
Pinduoduo
PDD
+$2.72M
5
MDC
M.D.C. Holdings, Inc.
MDC
+$2.19M

Sector Composition

1 Technology 13.82%
2 Consumer Discretionary 3.18%
3 Communication Services 2.81%
4 Industrials 2.72%
5 Financials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.9M 5.61%
329,783
-8,814
2
$13.6M 5.5%
108,067
-2,977
3
$13.5M 5.46%
64,915
-1,859
4
$12.8M 5.18%
69,682
-1,234
5
$12.4M 5%
27,894
-828
6
$12.3M 4.96%
23,455
-785
7
$12.2M 4.95%
144,943
-4,252
8
$11.8M 4.77%
106,745
-5,246
9
$11.7M 4.72%
62,467
-2,419
10
$11.2M 4.53%
+28,169
11
$5.96M 2.41%
124,933
-9,873
12
$5.71M 2.31%
114,600
+18,662
13
$5.33M 2.15%
104,821
+33,146
14
$5.06M 2.04%
56,000
+48,430
15
$4.16M 1.68%
12,976
-1,057
16
$4.14M 1.67%
+8,534
17
$4.14M 1.67%
82,227
+21,757
18
$3.84M 1.55%
21,296
-728
19
$2.98M 1.21%
62,737
-2,232
20
$2.8M 1.13%
18,557
-2,791
21
$2.77M 1.12%
20,860
-1,710
22
$2.65M 1.07%
28,037
+18,185
23
$2.55M 1.03%
21,590
-711
24
$2.3M 0.93%
+11,151
25
$2.29M 0.93%
11,454
-261
1
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