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
$130M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$1.94M
3
+$1.11M
4
FM
iShares Frontier and Select EM ETF
FM
+$1.05M
5
AMGN icon
Amgen
AMGN
+$907K

Top Sells

1
+$6.52M
2
+$2.25M
3
+$866K
4
VCI
VALASSIS COMMUNICATIONS INC
VCI
+$644K
5
UPBD icon
Upbound Group
UPBD
+$466K

Sector Composition

1 Healthcare 13.21%
2 Technology 7.02%
3 Energy 6.02%
4 Financials 5.04%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$215K 0.16%
2,201
+1,791
77
$214K 0.16%
+1,434
78
$209K 0.16%
+3,108
79
$205K 0.16%
1,256
+409
80
$200K 0.15%
+6,000
81
$150K 0.12%
3,998
+1,078
82
$145K 0.11%
+15,514
83
$139K 0.11%
5,942
-562
84
$135K 0.1%
+2,187
85
$134K 0.1%
+2,000
86
$114K 0.09%
2,115
-90
87
$111K 0.09%
1,884
-249
88
$110K 0.08%
3,269
-188
89
$108K 0.08%
3,102
-488
90
$106K 0.08%
1,500
-83
91
$106K 0.08%
3,974
-446
92
$104K 0.08%
1,572
93
$103K 0.08%
1,325
-112
94
$99K 0.08%
2,424
95
$98K 0.08%
2,265
-99
96
$96K 0.07%
1,294
-183
97
$95K 0.07%
4,250
-484
98
$95K 0.07%
2,111
-409
99
$89K 0.07%
2,097
-98
100
$87K 0.07%
2,105
-152
2 3
4
5 6