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
$130M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$1.94M
3
+$1.11M
4
FM
iShares Frontier and Select EM ETF
FM
+$1.05M
5
AMGN icon
Amgen
AMGN
+$907K

Top Sells

1
+$6.52M
2
+$2.25M
3
+$866K
4
VCI
VALASSIS COMMUNICATIONS INC
VCI
+$644K
5
UPBD icon
Upbound Group
UPBD
+$466K

Sector Composition

1 Healthcare 13.21%
2 Technology 7.02%
3 Energy 6.02%
4 Financials 5.04%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$25K 0.02%
684
127
$25K 0.02%
+571
128
$24K 0.02%
+2,850
129
$24K 0.02%
+1,000
130
$23K 0.02%
+1,000
131
$23K 0.02%
403
132
$22K 0.02%
+240
133
$22K 0.02%
+2,975
134
$21K 0.02%
+580
135
$21K 0.02%
+1,000
136
$21K 0.02%
+1,000
137
$20K 0.02%
419
+200
138
$19K 0.01%
234
+216
139
$19K 0.01%
+1,000
140
$18K 0.01%
+725
141
$18K 0.01%
+220
142
$18K 0.01%
+267
143
$17K 0.01%
200
144
$16K 0.01%
659
145
$16K 0.01%
+193
146
$14K 0.01%
+288
147
$14K 0.01%
500
148
$13K 0.01%
+1,192
149
$12K 0.01%
96
-129
150
$12K 0.01%
+412
4 5
6
7 8