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
$51M
AUM Growth
-$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.71M
3
+$1.48M
4
SLB icon
SLB Ltd
SLB
+$130K
5
CVS icon
CVS Health
CVS
+$117K

Top Sells

1
+$488K
2
+$435K
3
+$429K
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$417K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$408K

Sector Composition

1 Consumer Discretionary 20.46%
2 Financials 15.44%
3 Healthcare 13.9%
4 Energy 12.86%
5 Real Estate 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$46K 0.09%
460
77
$44K 0.09%
211
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78
$43K 0.08%
734
79
$41K 0.08%
466
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80
$41K 0.08%
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81
$41K 0.08%
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82
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83
$40K 0.08%
444
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84
$40K 0.08%
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85
$39K 0.08%
348
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86
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299
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742
88
$38K 0.07%
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90
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220
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91
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92
$36K 0.07%
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93
$35K 0.07%
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94
$34K 0.07%
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95
$34K 0.07%
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96
$34K 0.07%
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97
$33K 0.06%
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98
$33K 0.06%
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99
$32K 0.06%
612
100
$32K 0.06%
254
-114
2 3
4
5 6