CFA

Camarda Financial Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 31.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.1M
AUM Growth
-$4.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.95M
3
+$1.9M
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$1.86M
5
KIM icon
Kimco Realty
KIM
+$1.85M

Top Sells

1
+$2.17M
2
+$1.69M
3
+$1.69M
4
AAPL icon
Apple
AAPL
+$1.58M
5
MU icon
Micron Technology
MU
+$1.26M

Sector Composition

1 Consumer Discretionary 7.78%
2 Financials 7.08%
3 Real Estate 6.84%
4 Energy 6.64%
5 Healthcare 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16K 0.02%
638
127
$15K 0.02%
412
128
$15K 0.02%
257
-193
129
$14K 0.02%
100
130
$14K 0.02%
+682
131
$14K 0.02%
189
132
$13K 0.02%
4,000
133
$11K 0.01%
512
-199
134
$10K 0.01%
+100
135
$10K 0.01%
400
136
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51
137
$10K 0.01%
188
138
$8K 0.01%
56
139
$7K 0.01%
375
140
$7K 0.01%
115
141
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140
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142
$6K 0.01%
468
143
$5K 0.01%
+170
144
$5K 0.01%
32
-85
145
$5K 0.01%
104
-1,560
146
$4K ﹤0.01%
260
147
$3K ﹤0.01%
+19
148
$3K ﹤0.01%
+69
149
$3K ﹤0.01%
38
150
$3K ﹤0.01%
+19
4 5
6
7 8