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
$93M
AUM Growth
-$522K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.66M
3
+$1.62M
4
INVA icon
Innoviva
INVA
+$1.61M
5
WNC icon
Wabash National
WNC
+$1.6M

Top Sells

1
+$2.49M
2
+$1.86M
3
+$1.76M
4
RTN
Raytheon Company
RTN
+$1.72M
5
VSH icon
Vishay Intertechnology
VSH
+$1.68M

Sector Composition

1 Industrials 13.1%
2 Technology 10.38%
3 Consumer Discretionary 10.18%
4 Healthcare 9.3%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$77K 0.08%
1,600
-400
102
$76K 0.08%
794
103
$67K 0.07%
640
104
$67K 0.07%
806
105
$58K 0.06%
1,530
-344
106
$58K 0.06%
340
107
$57K 0.06%
580
-5,164
108
$57K 0.06%
1,159
109
$55K 0.06%
1,005
110
$54K 0.06%
762
111
$54K 0.06%
487
112
$53K 0.06%
2,101
-500
113
$51K 0.05%
439
-59
114
$51K 0.05%
1,040
-20
115
$51K 0.05%
+2,250
116
$43K 0.05%
505
117
$42K 0.05%
607
118
$40K 0.04%
3,527
-3,964
119
$34K 0.04%
823
120
$33K 0.04%
212
-57
121
$31K 0.03%
702
122
$31K 0.03%
252
123
$30K 0.03%
384
124
$29K 0.03%
1,648
125
$28K 0.03%
379
3 4
5
6 7