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
$179M
AUM Growth
-$435K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.25M
3
+$623K
4
FM
iShares Frontier and Select EM ETF
FM
+$563K
5
ISCV icon
iShares Morningstar Small-Cap Value ETF
ISCV
+$528K

Top Sells

1
+$553K
2
+$461K
3
+$415K
4
PFE icon
Pfizer
PFE
+$403K
5
SUI icon
Sun Communities
SUI
+$385K

Sector Composition

1 Healthcare 8.07%
2 Financials 6.95%
3 Technology 6.82%
4 Industrials 6.15%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$14K 0.01%
157
177
$14K 0.01%
+292
178
$13K 0.01%
400
179
$13K 0.01%
164
180
$13K 0.01%
400
-1,132
181
$12K 0.01%
+114
182
$11K 0.01%
114
183
$10K 0.01%
1,191
184
$8K ﹤0.01%
208
-2,127
185
$8K ﹤0.01%
+200
186
$7K ﹤0.01%
38
-16
187
$7K ﹤0.01%
99
188
$7K ﹤0.01%
84
189
$6K ﹤0.01%
217
-4,147
190
$6K ﹤0.01%
+110
191
$6K ﹤0.01%
+154
192
$6K ﹤0.01%
+76
193
$6K ﹤0.01%
+70
194
$5K ﹤0.01%
+300
195
$5K ﹤0.01%
50
-163
196
$5K ﹤0.01%
56
197
$5K ﹤0.01%
300
-535
198
$5K ﹤0.01%
468
199
$4K ﹤0.01%
676
200
$4K ﹤0.01%
50
6 7
8
9 10