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
$140M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$6.88M
2
+$1.89M
3
+$1.55M
4
PEG icon
Public Service Enterprise Group
PEG
+$1.22M
5
MO icon
Altria Group
MO
+$1.04M

Top Sells

1
+$5.99M
2
+$1.32M
3
+$1.19M
4
CHWY icon
Chewy
CHWY
+$1.06M
5
PDD icon
Pinduoduo
PDD
+$1.02M

Sector Composition

1 Healthcare 7.48%
2 Consumer Discretionary 6.35%
3 Consumer Staples 4.55%
4 Industrials 4.48%
5 Technology 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.84%
4,693
+88
27
$1.09M 0.78%
20,277
-1,320
28
$1.07M 0.77%
4,637
-163
29
$1.06M 0.76%
17,868
-838
30
$1.04M 0.74%
+20,255
31
$1.02M 0.73%
18,538
-752
32
$1M 0.72%
43,879
+2,361
33
$996K 0.71%
14,387
-745
34
$976K 0.7%
48,831
-2,665
35
$958K 0.69%
+7,071
36
$948K 0.68%
16,258
-803
37
$943K 0.67%
+9,625
38
$935K 0.67%
+4,245
39
$932K 0.67%
+15,340
40
$928K 0.66%
+7,229
41
$925K 0.66%
+5,825
42
$916K 0.66%
+5,688
43
$896K 0.64%
+12,064
44
$894K 0.64%
7,784
-7
45
$881K 0.63%
+21,590
46
$876K 0.63%
19,190
-517
47
$858K 0.61%
4,397
-144
48
$854K 0.61%
+33,879
49
$852K 0.61%
+3,478
50
$845K 0.6%
+4,608
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