CFA

Camarda Financial Advisors Portfolio holdings

AUM $263M
1-Year Est. Return 34.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.43%
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
+$1.73M
2
+$500K
3
+$397K
4
AMZN icon
Amazon
AMZN
+$236K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$216K

Top Sells

1
+$12M
2
+$9.17M
3
+$6.68M
4
AMLP icon
Alerian MLP ETF
AMLP
+$6.42M
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%
+24
477
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478
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+1
479
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480
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482
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484
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485
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486
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487
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488
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489
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67
490
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+10
491
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+11
492
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494
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495
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496
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497
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+35
498
$1K ﹤0.01%
+56
499
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+22
500
$1K ﹤0.01%
+33
18 19
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