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
$51M
AUM Growth
-$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1 +$1.74M
2 +$1.71M
3 +$1.48M
4
SLB icon
SLB Ltd
SLB
+$130K
5
CVS icon
CVS Health
CVS
+$117K

Sector Composition

1 Consumer Discretionary 20.46%
2 Financials 15.44%
3 Healthcare 13.9%
4 Energy 12.86%
5 Real Estate 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
-244
602
$0 ﹤0.01%
1
603
$0 ﹤0.01%
19
604
-285
605
$0 ﹤0.01%
5