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CFA

Camarda Financial Advisors Portfolio holdings

AUM $190M
1-Year Est. Return 48.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51M
AUM Growth
-$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.66M
3
+$1.63M
4
SLB icon
SLB Ltd
SLB
+$132K
5
CVS icon
CVS Health
CVS
+$115K

Top Sells

1
+$478K
2
+$435K
3
+$433K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$408K
5
T icon
AT&T
T
+$406K

Sector Composition

1 Consumer Discretionary 20.46%
2 Financials 15.44%
3 Healthcare 13.9%
4 Energy 12.86%
5 Real Estate 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K 0.01%
35
252
$3K 0.01%
+157
253
$3K 0.01%
+50
254
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+57
255
$3K 0.01%
60
256
$3K 0.01%
80
257
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258
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24
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260
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263
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39
264
$3K 0.01%
18
265
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15
266
$3K 0.01%
720
-4,160
267
$3K 0.01%
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268
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94
269
$3K 0.01%
19
270
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39
271
$3K 0.01%
32
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37
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273
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156
274
$3K 0.01%
+22
275
$3K 0.01%
84
9 10
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12 13