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
$161M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$1.46M
3
+$1.46M
4
DIS icon
Walt Disney
DIS
+$1.42M
5
FTR
Frontier Communications Corp.
FTR
+$1.33M

Top Sells

1
+$4.3M
2
+$1.78M
3
+$1.64M
4
RCI icon
Rogers Communications
RCI
+$1.59M
5
TRV icon
Travelers Companies
TRV
+$1.54M

Sector Composition

1 Healthcare 9.44%
2 Industrials 6.61%
3 Technology 6.49%
4 Consumer Discretionary 5.56%
5 Financials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.94%
1,027
+568
27
$1.46M 0.91%
+15,035
28
$1.46M 0.91%
32,553
+32,503
29
$1.46M 0.91%
20,267
-681
30
$1.46M 0.91%
14,239
+13,849
31
$1.46M 0.91%
60,229
-2,362
32
$1.44M 0.9%
19,859
-796
33
$1.44M 0.9%
46,294
-2,032
34
$1.43M 0.89%
10,882
-395
35
$1.42M 0.89%
12,140
-464
36
$1.4M 0.87%
135,904
+7,936
37
$1.39M 0.87%
17,544
-287
38
$1.37M 0.85%
46,602
-185
39
$1.34M 0.84%
31,580
+1,746
40
$1.33M 0.83%
+18,676
41
$1.32M 0.82%
39,982
-326
42
$1.31M 0.82%
12,051
+409
43
$1.31M 0.81%
13,559
+13,509
44
$1.27M 0.79%
24,078
+464
45
$1.26M 0.78%
21,261
46
$1.25M 0.78%
23,328
-932
47
$1.23M 0.77%
+64,292
48
$1.22M 0.76%
7,058
+205
49
$1.22M 0.76%
47,437
-436
50
$1.13M 0.7%
28,942
+978
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2
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