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
$163M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$968K
3
+$958K
4
C icon
Citigroup
C
+$948K
5
HEEM icon
iShares Currency Hedged MSCI Emerging Markets
HEEM
+$689K

Top Sells

1
+$2.58M
2
+$2.06M
3
+$1.72M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.5M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.13M

Sector Composition

1 Healthcare 10.29%
2 Industrials 8.58%
3 Consumer Discretionary 6.97%
4 Technology 6.77%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
12
227
$1K ﹤0.01%
+16
228
$1K ﹤0.01%
15
229
$1K ﹤0.01%
200
230
$0 ﹤0.01%
+100
231
– –
-1,027
232
$0 ﹤0.01%
25
233
$0 ﹤0.01%
+6
234
$0 ﹤0.01%
4
235
– –
-9,700
236
$0 ﹤0.01%
+63
237
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-33
238
– –
-3,235
239
– –
-2,967
240
– –
-8,997
241
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-28
242
– –
-3,369
243
– –
-389
244
– –
-19,305
245
$0 ﹤0.01%
+15
246
– –
-3,537
247
$0 ﹤0.01%
42
6 7 8 9
10