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
$130M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$1.94M
3
+$1.11M
4
FM
iShares Frontier and Select EM ETF
FM
+$1.05M
5
AMGN icon
Amgen
AMGN
+$907K

Top Sells

1
+$6.52M
2
+$2.25M
3
+$866K
4
VCI
VALASSIS COMMUNICATIONS INC
VCI
+$644K
5
UPBD icon
Upbound Group
UPBD
+$466K

Sector Composition

1 Healthcare 13.21%
2 Technology 7.02%
3 Energy 6.02%
4 Financials 5.04%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2K ﹤0.01%
22
177
$2K ﹤0.01%
13
178
$2K ﹤0.01%
56
179
$2K ﹤0.01%
+69
180
$2K ﹤0.01%
19
181
$2K ﹤0.01%
31
182
$2K ﹤0.01%
52
183
$1K ﹤0.01%
4
184
$1K ﹤0.01%
12
185
$1K ﹤0.01%
18
186
$1K ﹤0.01%
16
187
$1K ﹤0.01%
11
188
$1K ﹤0.01%
18
189
$1K ﹤0.01%
11
190
$1K ﹤0.01%
17
191
$1K ﹤0.01%
27
192
$1K ﹤0.01%
12
193
$1K ﹤0.01%
+17
194
$1K ﹤0.01%
+7
195
$1K ﹤0.01%
15
196
$1K ﹤0.01%
28
197
$1K ﹤0.01%
9
198
$1K ﹤0.01%
+23
199
$1K ﹤0.01%
15
200
$0 ﹤0.01%
+4
6 7
8
9 10