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
-$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$551K
3
+$520K
4
MAT icon
Mattel
MAT
+$516K
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$511K

Top Sells

1
+$1.09M
2
+$909K
3
+$640K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$607K
5
DBEM icon
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
+$597K

Sector Composition

1 Healthcare 9.95%
2 Technology 8.11%
3 Industrials 7.86%
4 Consumer Discretionary 6.71%
5 Financials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$438K 0.27%
1,976
+744
77
$416K 0.26%
2,754
+423
78
$406K 0.25%
+4,738
79
$369K 0.23%
5,383
+3,784
80
$352K 0.22%
10,868
+4,862
81
$349K 0.22%
6,934
+3,106
82
$333K 0.21%
5,926
+2,951
83
$331K 0.21%
5,287
+2,683
84
$316K 0.2%
7,323
+3,978
85
$315K 0.2%
6,915
+3,792
86
$309K 0.19%
7,005
+3,867
87
$309K 0.19%
+6,544
88
$309K 0.19%
7,097
+3,986
89
$305K 0.19%
7,095
+3,861
90
$298K 0.19%
22,100
+12,912
91
$282K 0.18%
11,472
+6,979
92
$281K 0.18%
9,401
+5,651
93
$278K 0.17%
+4,871
94
$277K 0.17%
18,857
+11,861
95
$272K 0.17%
2,511
+496
96
$270K 0.17%
2,202
+342
97
$269K 0.17%
2,603
98
$268K 0.17%
+1,021
99
$265K 0.17%
+2,395
100
$256K 0.16%
+2,409
2 3
4
5 6