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
$163M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.01M
3
+$925K
4
VFC icon
VF Corp
VFC
+$900K
5
HEEM icon
iShares Currency Hedged MSCI Emerging Markets
HEEM
+$640K

Top Sells

1
+$2.54M
2
+$1.96M
3
+$1.72M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.5M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.12M

Sector Composition

1 Healthcare 10.29%
2 Industrials 7.82%
3 Technology 7.54%
4 Consumer Discretionary 6.97%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$207K 0.13%
+2,207
102
$207K 0.13%
6,006
+1,267
103
$207K 0.13%
2,015
+242
104
$206K 0.13%
+3,436
105
$204K 0.12%
+2,637
106
$204K 0.12%
+8,226
107
$200K 0.12%
+2,548
108
$189K 0.12%
+9,050
109
$178K 0.11%
2,649
+688
110
$177K 0.11%
3,828
-1,060
111
$172K 0.11%
2,190
+1,890
112
$169K 0.1%
3,276
-204
113
$165K 0.1%
+6,420
114
$163K 0.1%
6,000
115
$163K 0.1%
+1,969
116
$153K 0.09%
+5,214
117
$152K 0.09%
2,604
+110
118
$152K 0.09%
+3,428
119
$149K 0.09%
+13,060
120
$149K 0.09%
2,975
+339
121
$141K 0.09%
3,234
+492
122
$140K 0.09%
+2,100
123
$132K 0.08%
3,777
+625
124
$131K 0.08%
3,345
+529
125
$129K 0.08%
9,188
+1,862
3 4
5
6 7