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
$163M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.01M
3
+$925K
4
VFC icon
VF Corp
VFC
+$900K
5
HEEM icon
iShares Currency Hedged MSCI Emerging Markets
HEEM
+$640K

Top Sells

1
+$2.54M
2
+$1.96M
3
+$1.72M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.5M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.12M

Sector Composition

1 Healthcare 10.29%
2 Industrials 7.82%
3 Technology 7.54%
4 Consumer Discretionary 6.97%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 0.98%
49,047
+2,445
27
$1.58M 0.97%
12,897
+846
28
$1.57M 0.96%
67,526
+3,234
29
$1.53M 0.94%
39,265
-6,840
30
$1.49M 0.91%
10,323
-559
31
$1.48M 0.91%
32,982
+1,402
32
$1.48M 0.9%
25,898
+1,820
33
$1.46M 0.9%
21,261
34
$1.46M 0.89%
56,653
-3,576
35
$1.45M 0.89%
22,231
+1,964
36
$1.43M 0.88%
43,229
+3,247
37
$1.43M 0.87%
7,804
+746
38
$1.42M 0.87%
13,556
-683
39
$1.41M 0.86%
11,456
-684
40
$1.35M 0.83%
18,746
-1,113
41
$1.33M 0.82%
46,715
+5,383
42
$1.32M 0.81%
31,070
-1,849
43
$1.32M 0.81%
32,474
+3,532
44
$1.28M 0.78%
27,089
+3,369
45
$1.28M 0.78%
43,628
-2,666
46
$1.26M 0.77%
12,843
-716
47
$1.25M 0.77%
44,759
-2,678
48
$1.24M 0.76%
12,253
+1,642
49
$1.24M 0.76%
17,641
-1,035
50
$1.21M 0.74%
22,148
+2,608
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