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
$146M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.03M
3
+$495K
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$358K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$334K

Top Sells

1
+$479K
2
+$381K
3
+$319K
4
GLOG
GASLOG LTD
GLOG
+$307K
5
HAL icon
Halliburton
HAL
+$234K

Sector Composition

1 Healthcare 12.37%
2 Energy 6.72%
3 Technology 6.13%
4 Financials 4.49%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9K 0.01%
336
177
$9K 0.01%
+92
178
$8K 0.01%
+185
179
$8K 0.01%
54
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$7K ﹤0.01%
64
181
$7K ﹤0.01%
131
182
$5K ﹤0.01%
+100
183
$5K ﹤0.01%
676
184
$5K ﹤0.01%
300
185
$5K ﹤0.01%
107
186
$5K ﹤0.01%
468
187
$4K ﹤0.01%
86
188
$4K ﹤0.01%
68
189
$4K ﹤0.01%
33
190
$3K ﹤0.01%
+50
191
$3K ﹤0.01%
68
192
$3K ﹤0.01%
56
193
$2K ﹤0.01%
17
194
$2K ﹤0.01%
+50
195
$2K ﹤0.01%
33
+15
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$2K ﹤0.01%
22
197
$2K ﹤0.01%
13
198
$2K ﹤0.01%
43
199
$2K ﹤0.01%
19
200
$2K ﹤0.01%
42
-10
6 7
8
9 10