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
$163M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.01M
3
+$925K
4
VFC icon
VF Corp
VFC
+$900K
5
HEEM icon
iShares Currency Hedged MSCI Emerging Markets
HEEM
+$640K

Top Sells

1
+$2.54M
2
+$1.96M
3
+$1.72M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.5M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.12M

Sector Composition

1 Healthcare 10.29%
2 Industrials 7.82%
3 Technology 7.54%
4 Consumer Discretionary 6.97%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$121K 0.07%
3,123
+407
127
$119K 0.07%
904
128
$118K 0.07%
6,072
-2,856
129
$115K 0.07%
4,493
+967
130
$115K 0.07%
+1,533
131
$114K 0.07%
+3,160
132
$110K 0.07%
+3,138
133
$109K 0.07%
6,996
+1,581
134
$107K 0.07%
3,111
+581
135
$106K 0.06%
2,275
+462
136
$106K 0.06%
+1,599
137
$106K 0.06%
+3,229
138
$105K 0.06%
+1,324
139
$104K 0.06%
+1,193
140
$104K 0.06%
+1,524
141
$103K 0.06%
+125,400
142
$102K 0.06%
+679
143
$102K 0.06%
+13,188
144
$101K 0.06%
+4,450
145
$98K 0.06%
15,514
146
$95K 0.06%
+1,975
147
$95K 0.06%
+1,900
148
$91K 0.06%
3,750
+891
149
$84K 0.05%
1,572
150
$81K 0.05%
1,600
4 5
6
7 8