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
$144M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.74M
3
+$1.73M
4
AAPL icon
Apple
AAPL
+$697K
5
RCI icon
Rogers Communications
RCI
+$388K

Top Sells

1
+$2.4M
2
+$1.76M
3
+$1.68M
4
QCOR
QUESTCOR PHARMA INC
QCOR
+$591K
5
UIS icon
Unisys
UIS
+$363K

Sector Composition

1 Healthcare 12.98%
2 Technology 8.16%
3 Financials 6.09%
4 Energy 5.65%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$240K 0.17%
4,750
-2,075
77
$235K 0.16%
5,154
-1,860
78
$234K 0.16%
3,052
-2,073
79
$233K 0.16%
5,231
-1,861
80
$224K 0.16%
5,238
-1,908
81
$222K 0.15%
6,497
-2,682
82
$220K 0.15%
+6,096
83
$212K 0.15%
2,682
-1,115
84
$210K 0.15%
10,123
-3,491
85
$203K 0.14%
6,000
86
$191K 0.13%
3,078
+891
87
$174K 0.12%
24
-8
88
$164K 0.11%
904
+53
89
$140K 0.1%
+1,494
90
$139K 0.1%
15,514
91
$129K 0.09%
1,532
92
$112K 0.08%
1,572
93
$103K 0.07%
1,784
+184
94
$101K 0.07%
+2,255
95
$96K 0.07%
1,500
96
$95K 0.07%
893
97
$93K 0.06%
2,424
98
$91K 0.06%
2,127
99
$90K 0.06%
1,948
+868
100
$87K 0.06%
1,000
-863
2 3
4
5 6