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
$158M
AUM Growth
-$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.45M
3
+$1.91M
4
CSCO icon
Cisco
CSCO
+$1.65M
5
PG icon
Procter & Gamble
PG
+$1.65M

Top Sells

1
+$12.1M
2
+$11.3M
3
+$1.69M
4
APA icon
APA Corp
APA
+$1.63M
5
ESRX
Express Scripts Holding Company
ESRX
+$1.39M

Sector Composition

1 Technology 9.69%
2 Healthcare 9.16%
3 Industrials 7%
4 Financials 5.95%
5 Consumer Discretionary 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 1.04%
16,858
+2,513
27
$1.63M 1.03%
38,388
+16,857
28
$1.62M 1.03%
12,506
+1,747
29
$1.61M 1.02%
21,719
+21,075
30
$1.6M 1.01%
+145,016
31
$1.6M 1.01%
+16,685
32
$1.58M 1%
21,483
33
$1.52M 0.96%
15,841
+2,169
34
$1.49M 0.94%
7,985
+2,721
35
$1.48M 0.94%
26,951
+657
36
$1.47M 0.93%
19,865
+1,394
37
$1.44M 0.91%
217,052
+49,708
38
$1.44M 0.91%
33,464
+33,074
39
$1.44M 0.91%
29,839
-2,479
40
$1.4M 0.89%
55,956
+8,378
41
$1.39M 0.88%
35,490
-2,941
42
$1.39M 0.88%
21,273
+21,026
43
$1.39M 0.88%
20,863
+1,460
44
$1.38M 0.87%
+19,733
45
$1.33M 0.84%
36,543
+5,041
46
$1.31M 0.83%
26,699
+26,398
47
$1.31M 0.83%
24,034
+1,117
48
$1.29M 0.82%
63,080
+62,364
49
$1.29M 0.82%
55,794
-2,602
50
$1.26M 0.8%
12,399
+1,214
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