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
$180M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.1M
3
+$4.43M
4
CI icon
Cigna
CI
+$2.31M
5
TM icon
Toyota
TM
+$2.13M

Top Sells

1
+$8.09M
2
+$4.8M
3
+$4.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.6M
5
AAP icon
Advance Auto Parts
AAP
+$2.55M

Sector Composition

1 Healthcare 8.85%
2 Financials 7.13%
3 Technology 7.08%
4 Industrials 5.98%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$57K 0.03%
+1,984
127
$56K 0.03%
+724
128
$54K 0.03%
1,357
-353
129
$52K 0.03%
+1,502
130
$51K 0.03%
701
131
$49K 0.03%
357
+110
132
$49K 0.03%
3,481
133
$49K 0.03%
804
+247
134
$48K 0.03%
+501
135
$47K 0.03%
894
+272
136
$46K 0.03%
+1,229
137
$46K 0.03%
1,878
+600
138
$45K 0.03%
3,789
+1,165
139
$45K 0.03%
685
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140
$44K 0.02%
971
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141
$44K 0.02%
1,080
142
$44K 0.02%
1,000
143
$43K 0.02%
408
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144
$43K 0.02%
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145
$42K 0.02%
304
146
$42K 0.02%
222
-28
147
$40K 0.02%
232
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148
$39K 0.02%
951
149
$39K 0.02%
340
+106
150
$37K 0.02%
662
-406
4 5
6
7 8