CFA

Camarda Financial Advisors Portfolio holdings

AUM $254M
1-Year Est. Return 25.59%
This Quarter Est. Return
1 Year Est. Return
+25.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.03M
3
+$495K
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$358K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$334K

Top Sells

1
+$479K
2
+$381K
3
+$319K
4
GLOG
GASLOG LTD
GLOG
+$307K
5
HAL icon
Halliburton
HAL
+$234K

Sector Composition

1 Healthcare 12.37%
2 Energy 6.72%
3 Technology 6.13%
4 Financials 4.49%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$54K 0.04%
1,062
127
$53K 0.04%
3,481
128
$52K 0.04%
910
+802
129
$51K 0.04%
1,995
+1,270
130
$51K 0.04%
578
+358
131
$51K 0.04%
+4,272
132
$51K 0.04%
165
+132
133
$50K 0.03%
966
+678
134
$50K 0.03%
1,113
+542
135
$45K 0.03%
1,080
-5,210
136
$43K 0.03%
+1,448
137
$43K 0.03%
256
138
$41K 0.03%
1,696
+504
139
$41K 0.03%
+332
140
$41K 0.03%
+2,214
141
$40K 0.03%
966
+744
142
$37K 0.03%
1,470
-200
143
$36K 0.02%
+968
144
$35K 0.02%
+466
145
$35K 0.02%
1,132
+720
146
$35K 0.02%
1,000
147
$35K 0.02%
+410
148
$34K 0.02%
478
-3,289
149
$33K 0.02%
1,000
150
$32K 0.02%
1,000
4 5
6
7 8