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
$52.3M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$512K
3
+$408K
4
AMZN icon
Amazon
AMZN
+$253K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$217K

Top Sells

1
+$12.2M
2
+$9.17M
3
+$6.82M
4
AMLP icon
Alerian MLP ETF
AMLP
+$6.57M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$4.12M

Sector Composition

1 Consumer Discretionary 14.86%
2 Healthcare 13.8%
3 Financials 13.75%
4 Energy 13.03%
5 Real Estate 12.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$23K 0.04%
837
+126
127
$23K 0.04%
+360
128
$23K 0.04%
+275
129
$23K 0.04%
+280
130
$23K 0.04%
+272
131
$22K 0.04%
4,880
+880
132
$21K 0.04%
+514
133
$21K 0.04%
+140
134
$21K 0.04%
+398
135
$21K 0.04%
+384
136
$21K 0.04%
+234
137
$21K 0.04%
1,000
138
$20K 0.04%
+104
139
$20K 0.04%
+160
140
$19K 0.04%
+169
141
$19K 0.04%
439
-18,411
142
$18K 0.03%
+126
143
$18K 0.03%
+218
144
$18K 0.03%
+484
145
$18K 0.03%
+500
146
$18K 0.03%
+169
147
$18K 0.03%
+2,496
148
$18K 0.03%
412
149
$17K 0.03%
326
+276
150
$17K 0.03%
+102
4 5
6
7 8