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
$163M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.01M
3
+$925K
4
VFC icon
VF Corp
VFC
+$900K
5
HEEM icon
iShares Currency Hedged MSCI Emerging Markets
HEEM
+$640K

Top Sells

1
+$2.54M
2
+$1.96M
3
+$1.72M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.5M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.12M

Sector Composition

1 Healthcare 10.29%
2 Industrials 7.82%
3 Technology 7.54%
4 Consumer Discretionary 6.97%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$81K 0.05%
2,228
152
$77K 0.05%
+1,305
153
$74K 0.05%
+749
154
$73K 0.04%
+953
155
$68K 0.04%
+2,771
156
$65K 0.04%
1,500
157
$58K 0.04%
+2,326
158
$52K 0.03%
666
159
$48K 0.03%
+1,115
160
$47K 0.03%
701
161
$45K 0.03%
625
162
$39K 0.02%
662
163
$35K 0.02%
1,244
+542
164
$33K 0.02%
466
165
$31K 0.02%
670
166
$30K 0.02%
+145
167
$29K 0.02%
951
168
$27K 0.02%
403
+303
169
$26K 0.02%
329
+165
170
$24K 0.01%
1,143
171
$24K 0.01%
+2,725
172
$24K 0.01%
735
173
$23K 0.01%
1,353
+312
174
$23K 0.01%
+215
175
$23K 0.01%
2,975
5 6
7
8 9