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
$163M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.01M
3
+$925K
4
VFC icon
VF Corp
VFC
+$900K
5
HEEM icon
iShares Currency Hedged MSCI Emerging Markets
HEEM
+$640K

Top Sells

1
+$2.54M
2
+$1.96M
3
+$1.72M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.5M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.12M

Sector Composition

1 Healthcare 10.29%
2 Industrials 7.82%
3 Technology 7.54%
4 Consumer Discretionary 6.97%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$22K 0.01%
1,131
177
$21K 0.01%
1,000
178
$21K 0.01%
388
179
$21K 0.01%
1,454
180
$21K 0.01%
945
181
$21K 0.01%
1,494
182
$20K 0.01%
+178
183
$19K 0.01%
1,581
-1,900
184
$18K 0.01%
+187
185
$17K 0.01%
246
186
$17K 0.01%
55
+2
187
$17K 0.01%
+440
188
$15K 0.01%
+203
189
$15K 0.01%
+334
190
$15K 0.01%
333
191
$14K 0.01%
139
+25
192
$14K 0.01%
1,000
193
$13K 0.01%
+460
194
$13K 0.01%
100
195
$13K 0.01%
200
196
$12K 0.01%
400
197
$12K 0.01%
250
198
$12K 0.01%
+304
199
$12K 0.01%
157
200
$12K 0.01%
200
6 7
8
9 10