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
$161M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$1.46M
3
+$1.46M
4
DIS icon
Walt Disney
DIS
+$1.42M
5
FTR
Frontier Communications Corp.
FTR
+$1.33M

Top Sells

1
+$4.3M
2
+$1.78M
3
+$1.64M
4
RCI icon
Rogers Communications
RCI
+$1.59M
5
TRV icon
Travelers Companies
TRV
+$1.54M

Sector Composition

1 Healthcare 9.44%
2 Industrials 6.61%
3 Technology 6.49%
4 Consumer Discretionary 5.56%
5 Financials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20K 0.01%
1,000
127
$20K 0.01%
388
128
$19K 0.01%
100
129
$18K 0.01%
246
130
$16K 0.01%
1,041
131
$15K 0.01%
1,000
132
$14K 0.01%
+53
133
$14K 0.01%
333
134
$14K 0.01%
200
135
$13K 0.01%
+250
136
$13K 0.01%
157
137
$12K 0.01%
+100
138
$12K 0.01%
389
-477
139
$12K 0.01%
400
140
$12K 0.01%
164
141
$11K 0.01%
114
142
$11K 0.01%
+200
143
$10K 0.01%
+250
144
$10K 0.01%
+300
145
$8K 0.01%
1,191
146
$8K 0.01%
+250
147
$8K 0.01%
208
148
$6K ﹤0.01%
99
149
$6K ﹤0.01%
84
150
$6K ﹤0.01%
217
4 5
6
7 8