CFA

Camarda Financial Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 31.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.1M
AUM Growth
-$4.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.95M
3
+$1.9M
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$1.86M
5
KIM icon
Kimco Realty
KIM
+$1.85M

Top Sells

1
+$2.17M
2
+$1.69M
3
+$1.69M
4
AAPL icon
Apple
AAPL
+$1.58M
5
MU icon
Micron Technology
MU
+$1.26M

Sector Composition

1 Consumer Discretionary 7.78%
2 Financials 7.08%
3 Real Estate 6.84%
4 Energy 6.64%
5 Healthcare 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3K ﹤0.01%
+22
152
$3K ﹤0.01%
31
153
$3K ﹤0.01%
+15
154
$2K ﹤0.01%
+47
155
$2K ﹤0.01%
+90
156
$2K ﹤0.01%
50
-7,116
157
$2K ﹤0.01%
36
-9,855
158
$2K ﹤0.01%
+28
159
$2K ﹤0.01%
+47
160
$2K ﹤0.01%
+43
161
$1K ﹤0.01%
+67
162
$0 ﹤0.01%
100
163
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164
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165
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166
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167
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168
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169
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170
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172
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174
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175
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-985
5 6
7
8 9