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
301
$3K 0.01%
72
302
$3K 0.01%
+114
303
$2K ﹤0.01%
23
304
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56
305
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34
306
$2K ﹤0.01%
59
307
$2K ﹤0.01%
24
308
$2K ﹤0.01%
70
309
$2K ﹤0.01%
111
310
$2K ﹤0.01%
93
311
$2K ﹤0.01%
14
312
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81
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$2K ﹤0.01%
120
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$2K ﹤0.01%
57
315
$2K ﹤0.01%
35
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64
317
$2K ﹤0.01%
17
318
$2K ﹤0.01%
409
319
$2K ﹤0.01%
10
320
$2K ﹤0.01%
18
321
$2K ﹤0.01%
+20
322
$2K ﹤0.01%
28
323
$2K ﹤0.01%
10
324
$2K ﹤0.01%
52
325
$2K ﹤0.01%
10
-400
11 12
13
14 15