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
$144M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.74M
3
+$1.73M
4
AAPL icon
Apple
AAPL
+$697K
5
RCI icon
Rogers Communications
RCI
+$388K

Top Sells

1
+$2.4M
2
+$1.76M
3
+$1.68M
4
QCOR
QUESTCOR PHARMA INC
QCOR
+$591K
5
UIS icon
Unisys
UIS
+$363K

Sector Composition

1 Healthcare 12.98%
2 Technology 8.16%
3 Financials 6.09%
4 Energy 5.65%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$40K 0.03%
+2,466
127
$39K 0.03%
+259
128
$39K 0.03%
+239
129
$39K 0.03%
2,052
-1,287
130
$38K 0.03%
+640
131
$38K 0.03%
+2,233
132
$37K 0.03%
+286
133
$37K 0.03%
+304
134
$37K 0.03%
1,470
135
$37K 0.03%
1,011
+961
136
$37K 0.03%
+201
137
$36K 0.03%
+179
138
$35K 0.02%
466
139
$32K 0.02%
1,000
140
$32K 0.02%
+981
141
$30K 0.02%
1,000
142
$30K 0.02%
+407
143
$29K 0.02%
+480
144
$28K 0.02%
+437
145
$28K 0.02%
+260
146
$28K 0.02%
448
147
$27K 0.02%
+2,616
148
$27K 0.02%
+883
149
$27K 0.02%
700
150
$24K 0.02%
684
4 5
6
7 8