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
$161M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$1.46M
3
+$1.46M
4
DIS icon
Walt Disney
DIS
+$1.42M
5
FTR
Frontier Communications Corp.
FTR
+$1.33M

Top Sells

1
+$4.3M
2
+$1.78M
3
+$1.64M
4
RCI icon
Rogers Communications
RCI
+$1.59M
5
TRV icon
Travelers Companies
TRV
+$1.54M

Sector Composition

1 Healthcare 9.44%
2 Industrials 6.61%
3 Technology 6.49%
4 Consumer Discretionary 5.56%
5 Financials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$169K 0.11%
3,369
+1,786
77
$168K 0.1%
+3,480
78
$166K 0.1%
1,773
79
$159K 0.1%
8,928
+4,641
80
$156K 0.1%
6,000
81
$153K 0.1%
+1,221
82
$152K 0.09%
+3,235
83
$152K 0.09%
+3,537
84
$143K 0.09%
4,739
+3,854
85
$140K 0.09%
+9,700
86
$136K 0.08%
2,494
-561
87
$134K 0.08%
1,961
+1,024
88
$130K 0.08%
1,449
+749
89
$125K 0.08%
904
90
$124K 0.08%
2,636
-423
91
$111K 0.07%
2,716
-499
92
$111K 0.07%
+2,816
93
$107K 0.07%
3,152
-532
94
$105K 0.07%
2,530
-505
95
$100K 0.06%
15,514
96
$99K 0.06%
7,326
+7,026
97
$98K 0.06%
+2,742
98
$94K 0.06%
2,859
-387
99
$91K 0.06%
5,415
-1,061
100
$88K 0.05%
3,526
-506
2 3
4
5 6