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
$93M
AUM Growth
-$522K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.66M
3
+$1.62M
4
INVA icon
Innoviva
INVA
+$1.61M
5
WNC icon
Wabash National
WNC
+$1.6M

Top Sells

1
+$2.49M
2
+$1.86M
3
+$1.76M
4
RTN
Raytheon Company
RTN
+$1.72M
5
VSH icon
Vishay Intertechnology
VSH
+$1.68M

Sector Composition

1 Industrials 13.1%
2 Technology 10.38%
3 Consumer Discretionary 10.18%
4 Healthcare 9.3%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10K 0.01%
147
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$10K 0.01%
174
178
$9K 0.01%
266
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$9K 0.01%
276
180
$9K 0.01%
154
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$9K 0.01%
202
182
$8K 0.01%
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183
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184
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185
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102
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186
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100
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187
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475
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188
$7K 0.01%
51
189
$7K 0.01%
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190
$6K 0.01%
100
191
$6K 0.01%
78
192
$5K 0.01%
192
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$5K 0.01%
300
194
$5K 0.01%
107
195
$4K ﹤0.01%
55
196
$4K ﹤0.01%
100
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$4K ﹤0.01%
80
198
$3K ﹤0.01%
50
199
$3K ﹤0.01%
112
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200
$3K ﹤0.01%
200
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