CFA

Camarda Financial Advisors Portfolio holdings

AUM $254M
1-Year Est. Return 25.59%
This Quarter Est. Return
1 Year Est. Return
+25.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.74M
3
+$1.73M
4
AAPL icon
Apple
AAPL
+$697K
5
RCI icon
Rogers Communications
RCI
+$388K

Top Sells

1
+$2.4M
2
+$1.76M
3
+$1.68M
4
QCOR
QUESTCOR PHARMA INC
QCOR
+$591K
5
UIS icon
Unisys
UIS
+$363K

Sector Composition

1 Healthcare 12.98%
2 Technology 8.16%
3 Financials 6.09%
4 Energy 5.65%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 1.47%
35,159
+1,365
27
$2.06M 1.43%
25,220
+1,794
28
$2.05M 1.42%
51,582
+3,951
29
$2.05M 1.42%
25,189
+2,830
30
$1.96M 1.36%
50,392
+3,095
31
$1.95M 1.35%
26,378
+1,027
32
$1.94M 1.35%
20,671
+1,005
33
$1.89M 1.31%
117,967
+12,756
34
$1.88M 1.3%
50,153
+10,362
35
$1.79M 1.24%
388
+16
36
$1.75M 1.22%
+14,280
37
$1.74M 1.2%
+23,235
38
$1.73M 1.2%
5,282
+5,278
39
$1.56M 1.08%
63,725
+6,505
40
$1.42M 0.98%
25,041
-1,698
41
$1.09M 0.75%
21,261
42
$1.07M 0.75%
8,934
+822
43
$898K 0.62%
32,011
44
$639K 0.44%
3,980
-134
45
$588K 0.41%
2,437
-57
46
$546K 0.38%
2,804
-49
47
$534K 0.37%
9,588
-302
48
$504K 0.35%
3,274
-181
49
$490K 0.34%
18,413
-2,893
50
$478K 0.33%
8,664
-102
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2
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