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
$180M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.1M
3
+$4.43M
4
CI icon
Cigna
CI
+$2.31M
5
TM icon
Toyota
TM
+$2.13M

Top Sells

1
+$8.09M
2
+$4.8M
3
+$4.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.6M
5
AAP icon
Advance Auto Parts
AAP
+$2.55M

Sector Composition

1 Healthcare 8.85%
2 Financials 7.13%
3 Technology 7.08%
4 Industrials 5.98%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
27
227
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12
228
$2K ﹤0.01%
31
229
$2K ﹤0.01%
28
230
$1K ﹤0.01%
4
231
$1K ﹤0.01%
39
-45,471
232
$1K ﹤0.01%
4
-4,730
233
$1K ﹤0.01%
12
234
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18
235
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16
236
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11
237
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17
238
$1K ﹤0.01%
14
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239
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17
240
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15
241
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9
242
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25
243
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245
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246
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247
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248
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249
– –
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250
– –
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8 9
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