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
$180M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.1M
3
+$4.43M
4
CI icon
Cigna
CI
+$2.31M
5
TM icon
Toyota
TM
+$2.13M

Top Sells

1
+$8.09M
2
+$4.8M
3
+$4.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.6M
5
AAP icon
Advance Auto Parts
AAP
+$2.55M

Sector Composition

1 Healthcare 8.85%
2 Financials 7.13%
3 Technology 7.08%
4 Industrials 5.98%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$37K 0.02%
445
+140
152
$36K 0.02%
466
153
$36K 0.02%
1,017
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154
$36K 0.02%
436
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155
$34K 0.02%
1,000
156
$34K 0.02%
348
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157
$33K 0.02%
670
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158
$32K 0.02%
1,000
159
$30K 0.02%
448
160
$30K 0.02%
735
161
$27K 0.02%
91
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162
$26K 0.01%
684
163
$26K 0.01%
306
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164
$25K 0.01%
167
165
$25K 0.01%
1,454
166
$25K 0.01%
700
167
$25K 0.01%
945
168
$25K 0.01%
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169
$24K 0.01%
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170
$23K 0.01%
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171
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172
$23K 0.01%
100
-4,264
173
$23K 0.01%
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174
$23K 0.01%
416
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175
$23K 0.01%
1,000
5 6
7
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