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
$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%
+13
477
$1K ﹤0.01%
+1
478
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+23
479
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+11
480
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+5
481
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+14
482
$1K ﹤0.01%
+156
483
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+9
484
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485
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+31
486
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487
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+10
488
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+12
489
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+32
490
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+7
491
$1K ﹤0.01%
20
-331
492
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+16
493
$1K ﹤0.01%
67
494
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+10
495
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+11
496
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+41
497
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+21
498
$1K ﹤0.01%
+16
499
$1K ﹤0.01%
+20
500
$1K ﹤0.01%
+11
18 19
20
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