CFA

Camarda Financial Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 31.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.8M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$846K
2
+$803K
3
+$513K
4
AAPL icon
Apple
AAPL
+$296K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$272K

Top Sells

1
+$1.73M
2
+$1.65M
3
+$1.64M
4
IP icon
International Paper
IP
+$1.58M
5
ING icon
ING
ING
+$1.42M

Sector Composition

1 Healthcare 39.95%
2 Energy 11.43%
3 Financials 10.3%
4 Technology 10.12%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-47,120
1 2
3