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
251
$1K ﹤0.01%
+113
252
$1K ﹤0.01%
+5
253
$1K ﹤0.01%
30
254
$1K ﹤0.01%
53
-36
255
$1K ﹤0.01%
+100
256
$1K ﹤0.01%
15
-154
257
$1K ﹤0.01%
+1
258
$1K ﹤0.01%
10
259
$0 ﹤0.01%
6
-1
260
– –
-39,712
261
– –
-22,332
262
– –
-300
263
$0 ﹤0.01%
4
264
– –
-10
265
– –
-11,842
266
– –
-3,767
267
– –
-75
268
– –
-100
269
– –
-400
270
– –
-12,331
271
– –
-31
272
– –
-3,585
273
– –
-19,795
274
– –
-396
275
– –
-475,277
9 10
11
12 13