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
$158M
AUM Growth
-$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.45M
3
+$1.91M
4
CSCO icon
Cisco
CSCO
+$1.65M
5
PG icon
Procter & Gamble
PG
+$1.65M

Top Sells

1
+$12.1M
2
+$11.3M
3
+$1.69M
4
APA icon
APA Corp
APA
+$1.63M
5
ESRX
Express Scripts Holding Company
ESRX
+$1.39M

Sector Composition

1 Technology 9.69%
2 Healthcare 9.16%
3 Industrials 7%
4 Financials 5.95%
5 Consumer Discretionary 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
80
227
$7K ﹤0.01%
+515
228
$6K ﹤0.01%
303
-52,790
229
$5K ﹤0.01%
84
230
$5K ﹤0.01%
192
231
$5K ﹤0.01%
+266
232
$5K ﹤0.01%
252
233
$4K ﹤0.01%
468
234
$4K ﹤0.01%
80
235
$3K ﹤0.01%
+66
236
$3K ﹤0.01%
50
237
$3K ﹤0.01%
+13
238
$3K ﹤0.01%
132
239
$3K ﹤0.01%
200
240
$3K ﹤0.01%
1,000
241
$3K ﹤0.01%
26
242
$2K ﹤0.01%
100
243
$2K ﹤0.01%
+70
244
$2K ﹤0.01%
25
-17
245
$2K ﹤0.01%
203
246
$2K ﹤0.01%
200
247
$2K ﹤0.01%
+126
248
$1K ﹤0.01%
24
249
$1K ﹤0.01%
100
-21
250
$1K ﹤0.01%
100
8 9
10
11 12