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
$52.3M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$512K
3
+$408K
4
AMZN icon
Amazon
AMZN
+$253K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$217K

Top Sells

1
+$12.2M
2
+$9.17M
3
+$6.82M
4
AMLP icon
Alerian MLP ETF
AMLP
+$6.57M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$4.12M

Sector Composition

1 Consumer Discretionary 14.86%
2 Healthcare 13.8%
3 Financials 13.75%
4 Energy 13.03%
5 Real Estate 12.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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+54
227
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+123
228
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+63
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+102
232
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233
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234
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242
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248
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249
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83
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10
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