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
$158M
AUM Growth
-$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.45M
3
+$1.91M
4
CSCO icon
Cisco
CSCO
+$1.65M
5
PG icon
Procter & Gamble
PG
+$1.65M

Top Sells

1
+$12.1M
2
+$11.3M
3
+$1.69M
4
APA icon
APA Corp
APA
+$1.63M
5
ESRX
Express Scripts Holding Company
ESRX
+$1.39M

Sector Composition

1 Technology 9.69%
2 Healthcare 9.16%
3 Industrials 7%
4 Financials 5.95%
5 Consumer Discretionary 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$58K 0.04%
347
-1,406
127
$57K 0.04%
1,744
+500
128
$57K 0.04%
1,659
-2,339
129
$56K 0.04%
1,580
-11,060
130
$55K 0.03%
234
-941
131
$54K 0.03%
477
-1,932
132
$54K 0.03%
+555
133
$54K 0.03%
579
-2,333
134
$54K 0.03%
970
-7,295
135
$53K 0.03%
1,430
-5,736
136
$53K 0.03%
700
137
$52K 0.03%
+485
138
$51K 0.03%
+752
139
$50K 0.03%
896
-3,625
140
$50K 0.03%
883
-3,568
141
$49K 0.03%
625
142
$48K 0.03%
+581
143
$46K 0.03%
662
144
$44K 0.03%
418
+279
145
$40K 0.03%
466
146
$39K 0.02%
2,945
+1,541
147
$38K 0.02%
+559
148
$38K 0.02%
+301
149
$37K 0.02%
1,080
+100
150
$33K 0.02%
159
-2,668
4 5
6
7 8