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
$158M
AUM Growth
-$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.45M
3
+$1.91M
4
CSCO icon
Cisco
CSCO
+$1.65M
5
PG icon
Procter & Gamble
PG
+$1.65M

Top Sells

1
+$12.1M
2
+$11.3M
3
+$1.69M
4
APA icon
APA Corp
APA
+$1.63M
5
ESRX
Express Scripts Holding Company
ESRX
+$1.39M

Sector Composition

1 Technology 9.69%
2 Healthcare 9.16%
3 Industrials 7%
4 Financials 5.95%
5 Consumer Discretionary 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$32K 0.02%
+252
152
$30K 0.02%
1,035
+717
153
$30K 0.02%
+1,131
154
$29K 0.02%
2,720
155
$29K 0.02%
256
156
$27K 0.02%
187
-821
157
$27K 0.02%
+911
158
$27K 0.02%
+604
159
$27K 0.02%
1,143
160
$27K 0.02%
198
-830
161
$25K 0.02%
+307
162
$25K 0.02%
345
+188
163
$25K 0.02%
+1,454
164
$25K 0.02%
945
165
$25K 0.02%
1,494
166
$24K 0.02%
735
-3,216
167
$24K 0.02%
215
168
$24K 0.02%
+372
169
$24K 0.02%
+377
170
$23K 0.01%
+293
171
$21K 0.01%
187
172
$21K 0.01%
1,000
173
$21K 0.01%
55
174
$20K 0.01%
1,581
-600
175
$20K 0.01%
+230
5 6
7
8 9