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
$180M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.1M
3
+$4.43M
4
CI icon
Cigna
CI
+$2.31M
5
TM icon
Toyota
TM
+$2.13M

Top Sells

1
+$8.09M
2
+$4.8M
3
+$4.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.6M
5
AAP icon
Advance Auto Parts
AAP
+$2.55M

Sector Composition

1 Healthcare 8.85%
2 Financials 7.13%
3 Technology 7.08%
4 Industrials 5.98%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$313K 0.17%
7,289
+538
77
$309K 0.17%
7,291
+620
78
$301K 0.17%
9,623
+345
79
$298K 0.17%
9,043
+841
80
$297K 0.17%
2,603
81
$290K 0.16%
4,651
+471
82
$287K 0.16%
8,581
+986
83
$277K 0.15%
4,414
+450
84
$229K 0.13%
1,755
+827
85
$198K 0.11%
6,000
86
$191K 0.11%
4,280
+2,094
87
$178K 0.1%
1,773
+63
88
$174K 0.1%
2,292
+705
89
$158K 0.09%
6,028
+2,976
90
$146K 0.08%
5,653
+2,167
91
$140K 0.08%
2,277
+703
92
$139K 0.08%
904
93
$125K 0.07%
15,514
94
$120K 0.07%
4,364
+2,894
95
$116K 0.06%
1,000
96
$115K 0.06%
+2,769
97
$113K 0.06%
2,628
+204
98
$111K 0.06%
2,844
+1,480
99
$106K 0.06%
2,647
+822
100
$104K 0.06%
906
+525
2 3
4
5 6