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
351
$2K ﹤0.01%
29
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30
354
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55
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26
356
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11
357
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358
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75
359
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361
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362
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373
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6
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7
375
$1K ﹤0.01%
22
13 14
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16 17