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

Top Buys

1
+$1.51M
2
+$512K
3
+$408K
4
AMZN icon
Amazon
AMZN
+$253K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$217K

Top Sells

1
+$12.2M
2
+$9.17M
3
+$6.82M
4
AMLP icon
Alerian MLP ETF
AMLP
+$6.57M
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%
+38
352
$2K ﹤0.01%
+13
353
$2K ﹤0.01%
+35
354
$2K ﹤0.01%
+38
355
$2K ﹤0.01%
+48
356
$2K ﹤0.01%
+62
357
$2K ﹤0.01%
+33
358
$2K ﹤0.01%
+79
359
$2K ﹤0.01%
+24
360
$2K ﹤0.01%
+70
361
$2K ﹤0.01%
+20
362
$2K ﹤0.01%
+111
363
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+21
364
$2K ﹤0.01%
+51
365
$2K ﹤0.01%
+8
366
$2K ﹤0.01%
+14
367
$2K ﹤0.01%
+56
368
$2K ﹤0.01%
+14
369
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+31
370
$2K ﹤0.01%
+117
371
$2K ﹤0.01%
+15
372
$2K ﹤0.01%
+18
373
$2K ﹤0.01%
+78
374
$2K ﹤0.01%
+30
375
$2K ﹤0.01%
+21
13 14
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