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
$93M
AUM Growth
-$522K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.66M
3
+$1.62M
4
INVA icon
Innoviva
INVA
+$1.61M
5
WNC icon
Wabash National
WNC
+$1.6M

Top Sells

1
+$2.49M
2
+$1.86M
3
+$1.76M
4
RTN
Raytheon Company
RTN
+$1.72M
5
VSH icon
Vishay Intertechnology
VSH
+$1.68M

Sector Composition

1 Industrials 13.1%
2 Technology 10.38%
3 Consumer Discretionary 10.18%
4 Healthcare 9.3%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$28K 0.03%
576
127
$28K 0.03%
381
128
$28K 0.03%
491
129
$27K 0.03%
144
130
$27K 0.03%
219
131
$26K 0.03%
287
132
$26K 0.03%
454
133
$26K 0.03%
635
134
$26K 0.03%
536
135
$25K 0.03%
55
136
$25K 0.03%
275
137
$25K 0.03%
400
138
$24K 0.03%
188
139
$24K 0.03%
454
140
$23K 0.02%
172
141
$23K 0.02%
90
+84
142
$23K 0.02%
289
143
$23K 0.02%
466
-527
144
$22K 0.02%
616
145
$22K 0.02%
1,000
146
$22K 0.02%
200
147
$22K 0.02%
1,303
-505
148
$21K 0.02%
322
149
$21K 0.02%
612
150
$21K 0.02%
401
4 5
6
7 8