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
$158M
AUM Growth
-$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.45M
3
+$1.91M
4
CSCO icon
Cisco
CSCO
+$1.65M
5
PG icon
Procter & Gamble
PG
+$1.65M

Top Sells

1
+$12.1M
2
+$11.3M
3
+$1.69M
4
APA icon
APA Corp
APA
+$1.63M
5
ESRX
Express Scripts Holding Company
ESRX
+$1.39M

Sector Composition

1 Technology 9.69%
2 Healthcare 9.16%
3 Industrials 7%
4 Financials 5.95%
5 Consumer Discretionary 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$124K 0.08%
500
-1,476
102
$123K 0.08%
+4,352
103
$122K 0.08%
+1,165
104
$119K 0.08%
+8,663
105
$108K 0.07%
15,514
106
$102K 0.06%
+5,731
107
$101K 0.06%
464
108
$100K 0.06%
2,443
+215
109
$99K 0.06%
1,084
-4,398
110
$98K 0.06%
1,808
+208
111
$93K 0.06%
1,572
112
$91K 0.06%
+799
113
$90K 0.06%
542
-2,212
114
$89K 0.06%
949
-3,789
115
$85K 0.05%
1,960
+1,660
116
$84K 0.05%
1,500
117
$81K 0.05%
1,454
+941
118
$77K 0.05%
+3,144
119
$72K 0.05%
1,164
+761
120
$71K 0.05%
1,389
+590
121
$69K 0.04%
875
+575
122
$66K 0.04%
1,391
+581
123
$62K 0.04%
1,159
124
$60K 0.04%
712
-2,898
125
$59K 0.04%
434
-1,768
3 4
5
6 7