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
$158M
AUM Growth
-$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.45M
3
+$1.91M
4
CSCO icon
Cisco
CSCO
+$1.65M
5
PG icon
Procter & Gamble
PG
+$1.65M

Top Sells

1
+$12.1M
2
+$11.3M
3
+$1.69M
4
APA icon
APA Corp
APA
+$1.63M
5
ESRX
Express Scripts Holding Company
ESRX
+$1.39M

Sector Composition

1 Technology 9.69%
2 Healthcare 9.16%
3 Industrials 7%
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%
+287
181
$17K 0.01%
146
-2,249
182
$17K 0.01%
62
-959
183
$17K 0.01%
400
184
$17K 0.01%
243
-563
185
$17K 0.01%
500
186
$16K 0.01%
+119
187
$16K 0.01%
+238
188
$16K 0.01%
+507
189
$16K 0.01%
+108
190
$16K 0.01%
604
-4,356
191
$15K 0.01%
2,000
192
$15K 0.01%
250
193
$15K 0.01%
+175
194
$15K 0.01%
+550
195
$15K 0.01%
+129
196
$15K 0.01%
289
-4,402
197
$15K 0.01%
100
198
$15K 0.01%
200
-200
199
$15K 0.01%
1,000
200
$13K 0.01%
+332
6 7
8
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