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
$83.6M
AUM Growth
-$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$572K
2
+$249K
3
+$186K
4
PGX icon
Invesco Preferred ETF
PGX
+$148K
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$42K

Top Sells

1
+$1.1M
2
+$906K
3
+$660K
4
JPM icon
JPMorgan Chase
JPM
+$478K
5
MSF
Morgan Stanley Emerging Mkts Fd
MSF
+$455K

Sector Composition

1 Industrials 12.89%
2 Consumer Discretionary 11.34%
3 Technology 10.86%
4 Healthcare 9.31%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13K 0.02%
+40
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$11K 0.01%
+68
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$10K 0.01%
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$10K 0.01%
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$9K 0.01%
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$5K 0.01%
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$5K 0.01%
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$3K ﹤0.01%
50
169
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171
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+26
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$3K ﹤0.01%
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174
$3K ﹤0.01%
+69
175
$2K ﹤0.01%
25
5 6
7
8 9