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
$93M
AUM Growth
-$522K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.66M
3
+$1.62M
4
INVA icon
Innoviva
INVA
+$1.61M
5
WNC icon
Wabash National
WNC
+$1.6M

Top Sells

1
+$2.49M
2
+$1.86M
3
+$1.76M
4
RTN
Raytheon Company
RTN
+$1.72M
5
VSH icon
Vishay Intertechnology
VSH
+$1.68M

Sector Composition

1 Industrials 13.1%
2 Technology 10.38%
3 Consumer Discretionary 10.18%
4 Healthcare 9.3%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$511K 0.55%
2,485
-6,495
52
$510K 0.55%
+13,908
53
$504K 0.54%
+12,386
54
$482K 0.52%
7,921
-174
55
$479K 0.52%
9,810
-336
56
$465K 0.5%
15,723
-86
57
$463K 0.5%
26,624
-13,135
58
$441K 0.47%
11,371
-2,518
59
$352K 0.38%
5,444
-3,091
60
$326K 0.35%
2,504
-35
61
$322K 0.35%
8,554
-225
62
$314K 0.34%
6,157
-874
63
$310K 0.33%
4,432
-751
64
$309K 0.33%
4,989
65
$305K 0.33%
2,094
-131
66
$296K 0.32%
2,603
67
$287K 0.31%
2,392
-74
68
$283K 0.3%
3,829
-1,959
69
$276K 0.3%
2,948
-349
70
$263K 0.28%
2,157
71
$238K 0.26%
3,754
72
$223K 0.24%
7,914
-1,902
73
$220K 0.24%
4,580
-1,000
74
$213K 0.23%
2,398
-110
75
$202K 0.22%
1,500
1 2
3
4 5