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
$130M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$1.94M
3
+$1.11M
4
FM
iShares Frontier and Select EM ETF
FM
+$1.05M
5
AMGN icon
Amgen
AMGN
+$907K

Top Sells

1
+$6.52M
2
+$2.25M
3
+$866K
4
VCI
VALASSIS COMMUNICATIONS INC
VCI
+$644K
5
UPBD icon
Upbound Group
UPBD
+$466K

Sector Composition

1 Healthcare 13.21%
2 Technology 7.02%
3 Energy 6.02%
4 Financials 5.04%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 1.49%
48,459
+48,420
27
$1.94M 1.48%
23,342
-3,011
28
$1.87M 1.43%
45,429
-6,846
29
$1.86M 1.43%
385
-48
30
$1.84M 1.41%
23,832
-2,398
31
$1.82M 1.4%
24,811
+4,186
32
$1.81M 1.39%
22,650
-2,733
33
$1.73M 1.33%
105,651
-13,271
34
$1.67M 1.28%
42,804
-5,559
35
$1.67M 1.28%
20,069
-2,365
36
$1.65M 1.27%
39,828
-3,572
37
$1.49M 1.14%
85,278
-10,412
38
$1.26M 0.96%
50,875
-4,325
39
$1.24M 0.95%
22,811
+20,502
40
$1.05M 0.8%
+28,944
41
$921K 0.71%
7,414
-1,034
42
$757K 0.58%
+24,851
43
$753K 0.58%
5,432
-1,358
44
$671K 0.51%
3,262
-622
45
$631K 0.48%
3,572
-675
46
$628K 0.48%
8,825
-1,434
47
$610K 0.47%
12,975
-1,828
48
$593K 0.45%
11,299
-1,748
49
$582K 0.45%
19,204
-2,370
50
$556K 0.43%
1,415
-211
1
2
3 4 5