CFA

Camarda Financial Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 31.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.1M
AUM Growth
-$4.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.95M
3
+$1.9M
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$1.86M
5
KIM icon
Kimco Realty
KIM
+$1.85M

Top Sells

1
+$2.17M
2
+$1.69M
3
+$1.69M
4
AAPL icon
Apple
AAPL
+$1.58M
5
MU icon
Micron Technology
MU
+$1.26M

Sector Composition

1 Consumer Discretionary 7.78%
2 Financials 7.08%
3 Real Estate 6.84%
4 Energy 6.64%
5 Healthcare 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28K 0.03%
289
102
$28K 0.03%
219
103
$28K 0.03%
615
-333
104
$27K 0.03%
702
105
$27K 0.03%
252
106
$26K 0.03%
823
107
$24K 0.03%
172
108
$23K 0.03%
+254
109
$23K 0.03%
+234
110
$23K 0.03%
+216
111
$22K 0.03%
+272
112
$22K 0.03%
+416
113
$22K 0.03%
+827
114
$22K 0.03%
+261
115
$21K 0.03%
+559
116
$21K 0.03%
+201
117
$21K 0.03%
+355
118
$20K 0.02%
+193
119
$20K 0.02%
1,000
120
$20K 0.02%
351
-19
121
$19K 0.02%
+323
122
$19K 0.02%
+1,562
123
$19K 0.02%
+445
124
$18K 0.02%
+239
125
$18K 0.02%
711
3 4
5
6 7