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
$161M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$1.46M
3
+$1.46M
4
DIS icon
Walt Disney
DIS
+$1.42M
5
FTR
Frontier Communications Corp.
FTR
+$1.33M

Top Sells

1
+$4.3M
2
+$1.78M
3
+$1.64M
4
RCI icon
Rogers Communications
RCI
+$1.59M
5
TRV icon
Travelers Companies
TRV
+$1.54M

Sector Composition

1 Healthcare 9.44%
2 Industrials 6.61%
3 Technology 6.49%
4 Consumer Discretionary 5.56%
5 Financials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6K ﹤0.01%
+100
152
$6K ﹤0.01%
38
153
$4K ﹤0.01%
56
154
$4K ﹤0.01%
468
155
$3K ﹤0.01%
50
156
$3K ﹤0.01%
+118
157
$3K ﹤0.01%
+200
158
$2K ﹤0.01%
+100
159
$2K ﹤0.01%
100
-5,504
160
$2K ﹤0.01%
33
161
$2K ﹤0.01%
+200
162
$1K ﹤0.01%
12
163
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$1K ﹤0.01%
28
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175
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5 6
7
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