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
$147M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$691K
3
+$520K
4
VZ icon
Verizon
VZ
+$312K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$139K

Top Sells

1
+$4.44M
2
+$2.24M
3
+$2.22M
4
RFV icon
Invesco S&P MidCap 400 Pure Value ETF
RFV
+$1.21M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$897K

Sector Composition

1 Healthcare 10.78%
2 Technology 9.25%
3 Communication Services 7.05%
4 Industrials 6.62%
5 Consumer Discretionary 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$16K 0.01%
+325
177
$15K 0.01%
221
+41
178
$15K 0.01%
+443
179
$13K 0.01%
+100
180
$12K 0.01%
250
181
$11K 0.01%
1,000
182
$10K 0.01%
300
183
$10K 0.01%
200
184
$10K 0.01%
281
-100
185
$8K 0.01%
222
186
$8K 0.01%
+63
187
$7K ﹤0.01%
+125
188
$7K ﹤0.01%
+322
189
$7K ﹤0.01%
+100
190
$7K ﹤0.01%
468
191
$7K ﹤0.01%
+140
192
$6K ﹤0.01%
+166
193
$5K ﹤0.01%
+44
194
$5K ﹤0.01%
88
-146
195
$5K ﹤0.01%
+31
196
$5K ﹤0.01%
+147
197
$4K ﹤0.01%
110
198
$4K ﹤0.01%
108
-17
199
$4K ﹤0.01%
+36
200
$4K ﹤0.01%
+26
6 7
8
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