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
$93M
AUM Growth
-$522K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.66M
3
+$1.62M
4
INVA icon
Innoviva
INVA
+$1.61M
5
WNC icon
Wabash National
WNC
+$1.6M

Top Sells

1
+$2.49M
2
+$1.86M
3
+$1.76M
4
RTN
Raytheon Company
RTN
+$1.72M
5
VSH icon
Vishay Intertechnology
VSH
+$1.68M

Sector Composition

1 Industrials 13.1%
2 Technology 10.38%
3 Consumer Discretionary 10.18%
4 Healthcare 9.3%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$21K 0.02%
1,119
152
$20K 0.02%
189
153
$20K 0.02%
412
154
$19K 0.02%
711
155
$19K 0.02%
150
156
$18K 0.02%
984
157
$18K 0.02%
244
158
$17K 0.02%
+100
159
$17K 0.02%
494
-17,601
160
$16K 0.02%
648
161
$16K 0.02%
711
162
$15K 0.02%
85
163
$15K 0.02%
158
164
$15K 0.02%
1,000
165
$14K 0.02%
314
-75
166
$13K 0.01%
304
167
$13K 0.01%
200
168
$12K 0.01%
765
169
$12K 0.01%
218
170
$12K 0.01%
407
171
$12K 0.01%
250
172
$11K 0.01%
240
173
$11K 0.01%
384
-308
174
$10K 0.01%
87
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175
$10K 0.01%
213
5 6
7
8 9