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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
451
$1K ﹤0.01%
+80
452
$1K ﹤0.01%
+18
453
$1K ﹤0.01%
+55
454
$1K ﹤0.01%
+9
455
$1K ﹤0.01%
+19
456
$1K ﹤0.01%
+13
457
$1K ﹤0.01%
+35
458
$1K ﹤0.01%
+6
459
$1K ﹤0.01%
+80
460
$1K ﹤0.01%
+11
461
$1K ﹤0.01%
+5
462
$1K ﹤0.01%
+4
463
$1K ﹤0.01%
+12
464
$1K ﹤0.01%
+32
465
$1K ﹤0.01%
+13
466
$1K ﹤0.01%
+23
467
$1K ﹤0.01%
+27
468
$1K ﹤0.01%
+4
469
$1K ﹤0.01%
+6
470
$1K ﹤0.01%
+7
471
$1K ﹤0.01%
+18
472
$1K ﹤0.01%
+24
473
$1K ﹤0.01%
+156
474
$1K ﹤0.01%
+19
475
$1K ﹤0.01%
+9
17 18
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