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
$130M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$1.94M
3
+$1.11M
4
FM
iShares Frontier and Select EM ETF
FM
+$1.05M
5
AMGN icon
Amgen
AMGN
+$907K

Top Sells

1
+$6.52M
2
+$2.25M
3
+$866K
4
VCI
VALASSIS COMMUNICATIONS INC
VCI
+$644K
5
UPBD icon
Upbound Group
UPBD
+$466K

Sector Composition

1 Healthcare 13.21%
2 Technology 7.02%
3 Energy 6.02%
4 Financials 5.04%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$543K 0.42%
17,815
-2,644
52
$518K 0.4%
7,559
-964
53
$517K 0.4%
7,006
-943
54
$513K 0.39%
14,344
-1,496
55
$505K 0.39%
+9,292
56
$491K 0.38%
7,558
-1,026
57
$486K 0.37%
15,682
-1,818
58
$477K 0.37%
+4,299
59
$469K 0.36%
12,438
-1,398
60
$436K 0.33%
63,590
-8,229
61
$434K 0.33%
35,007
-3,712
62
$370K 0.28%
2,013
+1,162
63
$319K 0.24%
+5,383
64
$315K 0.24%
4,080
-795
65
$307K 0.24%
+13,174
66
$305K 0.23%
3,856
+103
67
$263K 0.2%
9,939
-188
68
$258K 0.2%
+6,290
69
$238K 0.18%
9,238
+8,938
70
$222K 0.17%
+3,767
71
$221K 0.17%
+12,827
72
$221K 0.17%
+2,265
73
$219K 0.17%
+2,068
74
$216K 0.17%
+3,320
75
$216K 0.17%
+3,718
1 2
3
4 5