CFA

Camarda Financial Advisors Portfolio holdings

AUM $254M
1-Year Est. Return 25.59%
This Quarter Est. Return
1 Year Est. Return
+25.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.1M
3
+$4.43M
4
CI icon
Cigna
CI
+$2.31M
5
TM icon
Toyota
TM
+$2.13M

Top Sells

1
+$8.09M
2
+$4.8M
3
+$4.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.6M
5
AAP icon
Advance Auto Parts
AAP
+$2.55M

Sector Composition

1 Healthcare 8.85%
2 Financials 7.13%
3 Technology 7.08%
4 Industrials 5.98%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$104K 0.06%
3,370
+2,010
102
$104K 0.06%
1,512
+465
103
$103K 0.06%
1,784
104
$100K 0.06%
2,243
+1,094
105
$95K 0.05%
2,335
+208
106
$95K 0.05%
1,572
107
$89K 0.05%
2,847
-166
108
$89K 0.05%
1,532
109
$87K 0.05%
6,030
+1,890
110
$84K 0.05%
2,133
+674
111
$83K 0.05%
881
+547
112
$82K 0.05%
+2,920
113
$78K 0.04%
1,478
-20,942
114
$76K 0.04%
2,876
-306,160
115
$75K 0.04%
+730
116
$74K 0.04%
3,097
117
$72K 0.04%
1,500
118
$68K 0.04%
961
+295
119
$63K 0.04%
4,052
+1,955
120
$60K 0.03%
+2,371
121
$58K 0.03%
4,580
+1,390
122
$58K 0.03%
692
+217
123
$57K 0.03%
+1,036
124
$57K 0.03%
+964
125
$57K 0.03%
666
3 4
5
6 7