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
$180M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.1M
3
+$4.43M
4
CI icon
Cigna
CI
+$2.31M
5
TM icon
Toyota
TM
+$2.13M

Top Sells

1
+$8.09M
2
+$4.8M
3
+$4.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.6M
5
AAP icon
Advance Auto Parts
AAP
+$2.55M

Sector Composition

1 Healthcare 8.85%
2 Financials 7.13%
3 Technology 7.08%
4 Industrials 5.98%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 1.14%
+19,007
27
$2.02M 1.12%
29,127
+7,979
28
$2.01M 1.12%
+13,414
29
$2M 1.11%
16,787
+3,918
30
$1.96M 1.09%
24,852
+2,377
31
$1.92M 1.07%
47,421
-40,707
32
$1.92M 1.07%
+75,025
33
$1.89M 1.05%
31,242
+11,286
34
$1.81M 1%
53,339
-5,491
35
$1.75M 0.97%
52,227
+6,916
36
$1.68M 0.93%
33,939
-28,057
37
$1.46M 0.81%
26,598
-206
38
$1.44M 0.8%
508
+146
39
$1.43M 0.79%
53,910
-27,635
40
$1.37M 0.76%
21,261
41
$1.19M 0.66%
+22,608
42
$1.14M 0.63%
34,563
+1,548
43
$1.07M 0.6%
+40,444
44
$1.07M 0.59%
+19,254
45
$1.05M 0.59%
+17,404
46
$1.05M 0.59%
+32,055
47
$1.03M 0.57%
+9,317
48
$1.03M 0.57%
16,322
+797
49
$1.02M 0.57%
+37,818
50
$1.01M 0.56%
+23,399
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