CFA

Camarda Financial Advisors Portfolio holdings

AUM $254M
1-Year Est. Return 25.59%
This Quarter Est. Return
1 Year Est. Return
+25.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.03M
3
+$495K
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$358K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$334K

Top Sells

1
+$479K
2
+$381K
3
+$319K
4
GLOG
GASLOG LTD
GLOG
+$307K
5
HAL icon
Halliburton
HAL
+$234K

Sector Composition

1 Healthcare 12.37%
2 Energy 6.72%
3 Technology 6.13%
4 Financials 4.49%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$502K 0.34%
9,890
-3,085
52
$485K 0.33%
3,455
-844
53
$471K 0.32%
1,098
-317
54
$462K 0.32%
51,929
-11,661
55
$439K 0.3%
5,125
+3,625
56
$435K 0.3%
6,925
-1,900
57
$418K 0.29%
14,172
+8,230
58
$410K 0.28%
6,046
-1,513
59
$406K 0.28%
2,527
+1,271
60
$399K 0.27%
7,380
-1,912
61
$397K 0.27%
5,649
-1,357
62
$394K 0.27%
9,387
+5,389
63
$394K 0.27%
10,072
-2,366
64
$388K 0.27%
5,091
+1,011
65
$384K 0.26%
11,628
-2,716
66
$368K 0.25%
12,816
-2,866
67
$363K 0.25%
14,661
-3,154
68
$352K 0.24%
8,994
+5,892
69
$351K 0.24%
11,638
+7,664
70
$348K 0.24%
5,706
+3,591
71
$341K 0.23%
4,150
+2,856
72
$340K 0.23%
6,825
+4,714
73
$340K 0.23%
32
+24
74
$339K 0.23%
29,304
-5,703
75
$338K 0.23%
5,441
+3,557
1 2
3
4 5