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
$180M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.1M
3
+$4.43M
4
CI icon
Cigna
CI
+$2.31M
5
TM icon
Toyota
TM
+$2.13M

Top Sells

1
+$8.09M
2
+$4.8M
3
+$4.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.6M
5
AAP icon
Advance Auto Parts
AAP
+$2.55M

Sector Composition

1 Healthcare 8.85%
2 Financials 7.13%
3 Technology 7.08%
4 Industrials 5.98%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.56%
18,120
+218
52
$1M 0.56%
14,438
+225
53
$991K 0.55%
+104,452
54
$986K 0.55%
129,435
+25,405
55
$975K 0.54%
29,896
+3,842
56
$945K 0.53%
+4,498
57
$923K 0.51%
+5,307
58
$898K 0.5%
2,668
+657
59
$881K 0.49%
+13,309
60
$880K 0.49%
22,792
-1,880
61
$640K 0.36%
8,088
-366
62
$540K 0.3%
21,887
+299
63
$495K 0.28%
4,354
+300
64
$493K 0.27%
2,431
+211
65
$416K 0.23%
9,879
+1,043
66
$403K 0.22%
8,057
+247
67
$391K 0.22%
6,959
+368
68
$385K 0.21%
5,774
+157
69
$380K 0.21%
11,986
+544
70
$362K 0.2%
4,982
+262
71
$361K 0.2%
10,476
+444
72
$350K 0.19%
8,626
+475
73
$334K 0.19%
7,003
+403
74
$326K 0.18%
8,272
-146
75
$320K 0.18%
14,536
+1,296
1 2
3
4 5