CFA

Camarda Financial Advisors Portfolio holdings

AUM $254M
1-Year Est. Return 25.59%
This Quarter Est. Return
1 Year Est. Return
+25.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.03M
3
+$495K
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$358K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$334K

Top Sells

1
+$479K
2
+$381K
3
+$319K
4
GLOG
GASLOG LTD
GLOG
+$307K
5
HAL icon
Halliburton
HAL
+$234K

Sector Composition

1 Healthcare 12.37%
2 Energy 6.72%
3 Technology 6.13%
4 Financials 4.49%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$30K 0.02%
448
152
$30K 0.02%
+700
153
$27K 0.02%
+667
154
$26K 0.02%
403
155
$25K 0.02%
347
+80
156
$25K 0.02%
550
+450
157
$24K 0.02%
+579
158
$24K 0.02%
1,000
159
$23K 0.02%
684
160
$22K 0.02%
200
161
$22K 0.02%
2,975
162
$21K 0.01%
1,000
163
$20K 0.01%
1,000
164
$20K 0.01%
234
165
$20K 0.01%
+456
166
$18K 0.01%
659
167
$18K 0.01%
+334
168
$16K 0.01%
193
169
$16K 0.01%
500
170
$14K 0.01%
1,191
-1
171
$12K 0.01%
296
172
$11K 0.01%
219
-200
173
$11K 0.01%
138
-461
174
$10K 0.01%
+400
175
$9K 0.01%
400
5 6
7
8 9