CFA

Camarda Financial Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 31.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.3M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$512K
3
+$408K
4
AMZN icon
Amazon
AMZN
+$253K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$217K

Top Sells

1
+$12.2M
2
+$9.17M
3
+$6.82M
4
AMLP icon
Alerian MLP ETF
AMLP
+$6.57M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$4.12M

Sector Composition

1 Consumer Discretionary 14.86%
2 Healthcare 13.8%
3 Financials 13.75%
4 Energy 13.03%
5 Real Estate 12.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
+35
477
$1K ﹤0.01%
+6
478
$1K ﹤0.01%
+80
479
$1K ﹤0.01%
+11
480
$1K ﹤0.01%
+5
481
$1K ﹤0.01%
+4
482
$1K ﹤0.01%
+12
483
$1K ﹤0.01%
+32
484
$1K ﹤0.01%
+13
485
$1K ﹤0.01%
+23
486
$1K ﹤0.01%
+27
487
$1K ﹤0.01%
+4
488
$1K ﹤0.01%
+6
489
$1K ﹤0.01%
+7
490
$1K ﹤0.01%
+18
491
$1K ﹤0.01%
+24
492
$1K ﹤0.01%
+13
493
$1K ﹤0.01%
+1
494
$1K ﹤0.01%
+23
495
$1K ﹤0.01%
+11
496
$1K ﹤0.01%
+5
497
$1K ﹤0.01%
+14
498
$1K ﹤0.01%
+156
499
$1K ﹤0.01%
+9
500
$1K ﹤0.01%
+6
18 19
20
21 22