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
$147M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$691K
3
+$520K
4
VZ icon
Verizon
VZ
+$312K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$139K

Top Sells

1
+$4.44M
2
+$2.24M
3
+$2.22M
4
RFV icon
Invesco S&P MidCap 400 Pure Value ETF
RFV
+$1.21M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$897K

Sector Composition

1 Healthcare 10.78%
2 Technology 9.25%
3 Communication Services 7.05%
4 Industrials 6.62%
5 Consumer Discretionary 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
+23
227
$2K ﹤0.01%
+47
228
$2K ﹤0.01%
+32
229
$2K ﹤0.01%
+12
230
$2K ﹤0.01%
+38
231
$2K ﹤0.01%
+19
232
$2K ﹤0.01%
+19
233
$1K ﹤0.01%
+27
234
$1K ﹤0.01%
9
-55
235
$1K ﹤0.01%
+22
236
$1K ﹤0.01%
8
-40
237
$1K ﹤0.01%
+150
238
$1K ﹤0.01%
100
239
$1K ﹤0.01%
+45
240
$1K ﹤0.01%
+20
241
$1K ﹤0.01%
+4
242
$1K ﹤0.01%
+15
243
$1K ﹤0.01%
+60
244
$1K ﹤0.01%
15
245
$1K ﹤0.01%
12
246
$1K ﹤0.01%
+10
247
$1K ﹤0.01%
+8
248
$1K ﹤0.01%
+12
249
$1K ﹤0.01%
+20
250
$1K ﹤0.01%
+28
8 9
10
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