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
$144M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.74M
3
+$1.73M
4
AAPL icon
Apple
AAPL
+$697K
5
RCI icon
Rogers Communications
RCI
+$388K

Top Sells

1
+$2.4M
2
+$1.76M
3
+$1.68M
4
QCOR
QUESTCOR PHARMA INC
QCOR
+$591K
5
UIS icon
Unisys
UIS
+$363K

Sector Composition

1 Healthcare 12.98%
2 Technology 8.16%
3 Financials 6.09%
4 Energy 5.65%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$477K 0.33%
14,750
+150
52
$476K 0.33%
12,608
+980
53
$434K 0.3%
6,093
+444
54
$432K 0.3%
6,330
+284
55
$426K 0.3%
11,580
+1,508
56
$414K 0.29%
1,121
+23
57
$413K 0.29%
5,945
+854
58
$409K 0.28%
7,664
+739
59
$403K 0.28%
14,440
+1,624
60
$388K 0.27%
34,171
+4,867
61
$371K 0.26%
55,030
+3,101
62
$353K 0.24%
8,603
+1,223
63
$350K 0.24%
1,917
-610
64
$344K 0.24%
3,753
65
$323K 0.22%
9,278
+40
66
$322K 0.22%
7,003
-2,384
67
$305K 0.21%
+24,317
68
$301K 0.21%
+5,838
69
$287K 0.2%
9,306
-4,866
70
$271K 0.19%
2,903
-1,247
71
$262K 0.18%
6,531
-2,660
72
$255K 0.18%
6,317
-2,677
73
$254K 0.18%
2,603
-162
74
$249K 0.17%
3,843
-1,598
75
$246K 0.17%
8,338
-3,300
1 2
3
4 5