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

Top Buys

1
+$1.73M
2
+$500K
3
+$397K
4
AMZN icon
Amazon
AMZN
+$236K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$216K

Top Sells

1
+$12M
2
+$9.17M
3
+$6.68M
4
AMLP icon
Alerian MLP ETF
AMLP
+$6.42M
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
326
$3K 0.01%
+68
327
$3K 0.01%
+122
328
$2K ﹤0.01%
+38
329
$2K ﹤0.01%
+13
330
$2K ﹤0.01%
+35
331
$2K ﹤0.01%
+38
332
$2K ﹤0.01%
+48
333
$2K ﹤0.01%
+23
334
$2K ﹤0.01%
+56
335
$2K ﹤0.01%
+10
336
$2K ﹤0.01%
+34
337
$2K ﹤0.01%
+17
338
$2K ﹤0.01%
+409
339
$2K ﹤0.01%
+10
340
$2K ﹤0.01%
+18
341
$2K ﹤0.01%
+28
342
$2K ﹤0.01%
+75
343
$2K ﹤0.01%
+52
344
$2K ﹤0.01%
48
+12
345
$2K ﹤0.01%
+13
346
$2K ﹤0.01%
29
-294
347
$2K ﹤0.01%
+62
348
$2K ﹤0.01%
+33
349
$2K ﹤0.01%
+79
350
$2K ﹤0.01%
+24
12 13
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