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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
351
$2K ﹤0.01%
+70
352
$2K ﹤0.01%
+20
353
$2K ﹤0.01%
+111
354
$2K ﹤0.01%
+21
355
$2K ﹤0.01%
+51
356
$2K ﹤0.01%
+8
357
$2K ﹤0.01%
+14
358
$2K ﹤0.01%
+56
359
$2K ﹤0.01%
+87
360
$2K ﹤0.01%
+79
361
$2K ﹤0.01%
+14
362
$2K ﹤0.01%
+31
363
$2K ﹤0.01%
+117
364
$2K ﹤0.01%
+15
365
$2K ﹤0.01%
+18
366
$2K ﹤0.01%
+78
367
$2K ﹤0.01%
+30
368
$2K ﹤0.01%
+21
369
$2K ﹤0.01%
+35
370
$2K ﹤0.01%
+72
371
$2K ﹤0.01%
+22
372
$2K ﹤0.01%
+17
373
$2K ﹤0.01%
+5
374
$2K ﹤0.01%
+54
375
$2K ﹤0.01%
+29
13 14
15
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