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
$130M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$1.94M
3
+$1.11M
4
FM
iShares Frontier and Select EM ETF
FM
+$1.05M
5
AMGN icon
Amgen
AMGN
+$907K

Top Sells

1
+$6.52M
2
+$2.25M
3
+$866K
4
VCI
VALASSIS COMMUNICATIONS INC
VCI
+$644K
5
UPBD icon
Upbound Group
UPBD
+$466K

Sector Composition

1 Healthcare 13.21%
2 Technology 7.02%
3 Energy 6.02%
4 Financials 5.04%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$85K 0.07%
+1,000
102
$84K 0.06%
+1,783
103
$82K 0.06%
+2,127
104
$75K 0.06%
760
105
$72K 0.06%
8
106
$67K 0.05%
731
107
$65K 0.05%
+1,500
108
$65K 0.05%
2,131
-500
109
$60K 0.05%
+2,767
110
$56K 0.04%
+2,358
111
$52K 0.04%
3,258
-408,749
112
$51K 0.04%
3,481
113
$51K 0.04%
+1,062
114
– –
0
115
$46K 0.04%
+572
116
$45K 0.03%
+599
117
$37K 0.03%
1,670
+1,270
118
$36K 0.03%
+1,000
119
$34K 0.03%
1,500
120
$33K 0.03%
+1,000
121
$32K 0.02%
256
122
$32K 0.02%
+1,000
123
$32K 0.02%
5,000
124
$29K 0.02%
+448
125
$27K 0.02%
+1,192
3 4
5
6 7