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
$158M
AUM Growth
-$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.45M
3
+$1.91M
4
CSCO icon
Cisco
CSCO
+$1.65M
5
PG icon
Procter & Gamble
PG
+$1.65M

Top Sells

1
+$12.1M
2
+$11.3M
3
+$1.69M
4
APA icon
APA Corp
APA
+$1.63M
5
ESRX
Express Scripts Holding Company
ESRX
+$1.39M

Sector Composition

1 Technology 9.69%
2 Healthcare 9.16%
3 Industrials 7%
4 Financials 5.95%
5 Consumer Discretionary 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.78%
112,917
+111,645
52
$1.22M 0.77%
21,115
+6,379
53
$1.21M 0.76%
11,853
-726
54
$1.2M 0.76%
24,160
+21,710
55
$1.18M 0.75%
14,191
+2,912
56
$1.16M 0.73%
21,094
+1,819
57
$1.13M 0.71%
57,423
+56,784
58
$1.08M 0.68%
41,918
-321
59
$1.04M 0.66%
42,962
+42,501
60
$1.04M 0.66%
17,795
+1,451
61
$963K 0.61%
+122,225
62
$858K 0.54%
+123,997
63
$747K 0.47%
+66,305
64
$740K 0.47%
22,676
+608
65
$656K 0.42%
+44,585
66
$622K 0.39%
+40,839
67
$581K 0.37%
+11,334
68
$544K 0.34%
4,262
+275
69
$432K 0.27%
13,158
+2,290
70
$421K 0.27%
7,806
+872
71
$408K 0.26%
5,764
-748
72
$401K 0.25%
5,817
+530
73
$382K 0.24%
13,054
+1,582
74
$381K 0.24%
6,662
+736
75
$376K 0.24%
8,060
+963
1 2
3
4 5