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CFA

Camarda Financial Advisors Portfolio holdings

AUM $190M
1-Year Est. Return 48.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.71%
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
501
$1K ﹤0.01%
+33
502
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+7
503
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+12
504
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+13
505
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+15
506
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+12
507
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+99
508
$1K ﹤0.01%
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509
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510
$1K ﹤0.01%
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511
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512
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514
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515
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+23
516
$1K ﹤0.01%
+27
517
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+4
518
$1K ﹤0.01%
+7
519
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+59
520
$1K ﹤0.01%
+13
521
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+1
522
$1K ﹤0.01%
+23
523
$1K ﹤0.01%
+11
524
$1K ﹤0.01%
+5
525
$1K ﹤0.01%
+14
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