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
$51M
AUM Growth
-$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.71M
3
+$1.48M
4
SLB icon
SLB Ltd
SLB
+$130K
5
CVS icon
CVS Health
CVS
+$117K

Top Sells

1
+$488K
2
+$435K
3
+$429K
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$417K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$408K

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
276
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24
277
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20
278
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21
279
$3K 0.01%
720
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280
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281
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94
282
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283
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39
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32
+25
285
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287
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288
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289
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290
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297
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298
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299
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43
300
$3K 0.01%
68
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