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
$93M
AUM Growth
-$522K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.66M
3
+$1.62M
4
INVA icon
Innoviva
INVA
+$1.61M
5
WNC icon
Wabash National
WNC
+$1.6M

Top Sells

1
+$2.49M
2
+$1.86M
3
+$1.76M
4
RTN
Raytheon Company
RTN
+$1.72M
5
VSH icon
Vishay Intertechnology
VSH
+$1.68M

Sector Composition

1 Industrials 13.1%
2 Technology 10.38%
3 Consumer Discretionary 10.18%
4 Healthcare 9.3%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$187K 0.2%
3,778
+29
77
$186K 0.2%
2,466
-19
78
$185K 0.2%
2,202
+72
79
$173K 0.19%
8,507
-51
80
$172K 0.19%
3,053
+10
81
$170K 0.18%
5,101
-17,748
82
$158K 0.17%
1,390
-221
83
$157K 0.17%
1,721
-283
84
$155K 0.17%
500
85
$152K 0.16%
+3,466
86
$146K 0.16%
12,187
+1,145
87
$146K 0.16%
+2,048
88
$145K 0.16%
3,100
+136
89
$145K 0.16%
4,688
+177
90
$145K 0.16%
3,220
+161
91
$143K 0.15%
5,463
+181
92
$142K 0.15%
3,195
+166
93
$136K 0.15%
5,219
+384
94
$131K 0.14%
946
95
$126K 0.14%
+2,217
96
$125K 0.13%
1,319
97
$118K 0.13%
1,524
98
$108K 0.12%
2,239
99
$108K 0.12%
1,323
100
$81K 0.09%
1,600
2 3
4
5 6