CFA

Camarda Financial Advisors Portfolio holdings

AUM $263M
1-Year Est. Return 34.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
-$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.16M
3
+$1.82M
4
KEY icon
KeyCorp
KEY
+$1.73M
5
V icon
Visa
V
+$1.65M

Top Sells

1
+$12.1M
2
+$11.3M
3
+$1.69M
4
APA icon
APA Corp
APA
+$1.48M
5
COF icon
Capital One
COF
+$1.37M

Sector Composition

1 Healthcare 9.16%
2 Technology 8.81%
3 Industrials 7.89%
4 Financials 5.95%
5 Consumer Discretionary 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$19K 0.01%
418
-2,418
177
$19K 0.01%
+296
178
$19K 0.01%
622
179
$18K 0.01%
444
180
$17K 0.01%
500
181
$17K 0.01%
+287
182
$17K 0.01%
146
-2,249
183
$17K 0.01%
62
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184
$17K 0.01%
400
185
$17K 0.01%
486
-1,126
186
$16K 0.01%
+119
187
$16K 0.01%
+238
188
$16K 0.01%
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189
$16K 0.01%
+108
190
$16K 0.01%
604
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191
$15K 0.01%
2,000
192
$15K 0.01%
250
193
$15K 0.01%
+175
194
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195
$15K 0.01%
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196
$15K 0.01%
578
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197
$15K 0.01%
100
198
$15K 0.01%
200
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199
$15K 0.01%
1,000
200
$13K 0.01%
310
-32,631
6 7
8
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