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
$161M
AUM Growth
-$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$551K
3
+$520K
4
MAT icon
Mattel
MAT
+$516K
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$511K

Top Sells

1
+$1.09M
2
+$909K
3
+$640K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$607K
5
DBEM icon
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
+$597K

Sector Composition

1 Healthcare 9.95%
2 Technology 8.11%
3 Industrials 7.86%
4 Consumer Discretionary 6.71%
5 Financials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15K 0.01%
+301
177
$15K 0.01%
+1,272
178
$15K 0.01%
+390
179
$15K 0.01%
+400
180
$15K 0.01%
+1,446
181
$15K 0.01%
+461
182
$15K 0.01%
1,000
183
$15K 0.01%
+639
184
$15K 0.01%
444
-7,700
185
$14K 0.01%
139
186
$14K 0.01%
+716
187
$14K 0.01%
169
+154
188
$14K 0.01%
100
189
$13K 0.01%
412
+162
190
$13K 0.01%
250
191
$13K 0.01%
+500
192
$12K 0.01%
+612
193
$12K 0.01%
+120
194
$12K 0.01%
+400
195
$12K 0.01%
+246
196
$11K 0.01%
400
197
$10K 0.01%
250
198
$10K 0.01%
+300
199
$10K 0.01%
157
200
$10K 0.01%
300
6 7
8
9 10