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
$130M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$1.94M
3
+$1.11M
4
FM
iShares Frontier and Select EM ETF
FM
+$1.05M
5
AMGN icon
Amgen
AMGN
+$907K

Top Sells

1
+$6.52M
2
+$2.25M
3
+$866K
4
VCI
VALASSIS COMMUNICATIONS INC
VCI
+$644K
5
UPBD icon
Upbound Group
UPBD
+$466K

Sector Composition

1 Healthcare 13.21%
2 Technology 7.02%
3 Energy 6.02%
4 Financials 5.04%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12K 0.01%
+275
152
$12K 0.01%
296
153
$10K 0.01%
+33
154
$9K 0.01%
+222
155
$8K 0.01%
400
156
$8K 0.01%
336
157
$8K 0.01%
+100
158
$8K 0.01%
+54
159
$8K 0.01%
+346
160
$7K 0.01%
131
161
$6K ﹤0.01%
+108
162
$6K ﹤0.01%
64
163
$5K ﹤0.01%
676
164
$5K ﹤0.01%
300
165
$5K ﹤0.01%
468
166
$5K ﹤0.01%
107
-813
167
$4K ﹤0.01%
86
168
$4K ﹤0.01%
+100
169
$4K ﹤0.01%
68
170
$4K ﹤0.01%
33
171
$3K ﹤0.01%
68
172
$3K ﹤0.01%
43
173
$3K ﹤0.01%
52
-944
174
$2K ﹤0.01%
+19
175
$2K ﹤0.01%
17
5 6
7
8 9