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
$157M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$3.78M
3
+$653K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$556K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$556K

Top Sells

1
+$6.81M
2
+$1.07M
3
+$653K
4
AAP icon
Advance Auto Parts
AAP
+$469K
5
AMGN icon
Amgen
AMGN
+$407K

Sector Composition

1 Healthcare 12.8%
2 Technology 7.7%
3 Financials 5.7%
4 Consumer Discretionary 5.48%
5 Energy 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$26K 0.02%
+1,896
177
$26K 0.02%
234
-390
178
$25K 0.02%
+692
179
$25K 0.02%
700
180
$24K 0.02%
254
+10
181
$24K 0.02%
305
-515
182
$24K 0.02%
167
183
$23K 0.01%
+242
184
$23K 0.01%
+1,575
185
$23K 0.01%
+318
186
$23K 0.01%
+2,730
187
$23K 0.01%
420
+392
188
$23K 0.01%
403
189
$22K 0.01%
+1,112
190
$22K 0.01%
1,000
191
$22K 0.01%
+1,131
192
$22K 0.01%
2,975
193
$22K 0.01%
+321
194
$22K 0.01%
+945
195
$21K 0.01%
1,000
196
$21K 0.01%
+1,454
197
$21K 0.01%
+351
198
$21K 0.01%
+1,385
199
$21K 0.01%
+1,494
200
$20K 0.01%
+835
6 7
8
9 10