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
$180M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.1M
3
+$4.43M
4
CI icon
Cigna
CI
+$2.31M
5
TM icon
Toyota
TM
+$2.13M

Top Sells

1
+$8.09M
2
+$4.8M
3
+$4.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.6M
5
AAP icon
Advance Auto Parts
AAP
+$2.55M

Sector Composition

1 Healthcare 8.85%
2 Financials 7.13%
3 Technology 7.08%
4 Industrials 5.98%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$23K 0.01%
2,975
177
$22K 0.01%
+213
178
$22K 0.01%
500
-567
179
$22K 0.01%
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180
$22K 0.01%
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181
$21K 0.01%
1,000
182
$21K 0.01%
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183
$21K 0.01%
+77
184
$20K 0.01%
722
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185
$20K 0.01%
+308
186
$19K 0.01%
264
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187
$19K 0.01%
+1,000
188
$19K 0.01%
+246
189
$18K 0.01%
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190
$17K 0.01%
200
191
$17K 0.01%
200
192
$16K 0.01%
1,041
-682
193
$16K 0.01%
219
194
$16K 0.01%
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195
$14K 0.01%
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196
$14K 0.01%
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197
$13K 0.01%
835
198
$13K 0.01%
400
199
$13K 0.01%
+164
200
$11K 0.01%
114
-201
6 7
8
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