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
$83.6M
AUM Growth
-$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$572K
2
+$249K
3
+$186K
4
PGX icon
Invesco Preferred ETF
PGX
+$148K
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$42K

Top Sells

1
+$1.1M
2
+$906K
3
+$660K
4
JPM icon
JPMorgan Chase
JPM
+$478K
5
MSF
Morgan Stanley Emerging Mkts Fd
MSF
+$455K

Sector Composition

1 Industrials 12.89%
2 Consumer Discretionary 11.34%
3 Technology 10.86%
4 Healthcare 9.31%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2K ﹤0.01%
53
177
$2K ﹤0.01%
110
-1,193
178
$1K ﹤0.01%
+39
179
$1K ﹤0.01%
+46
180
$1K ﹤0.01%
+58
181
$1K ﹤0.01%
+39
182
$1K ﹤0.01%
+16
183
$1K ﹤0.01%
+12
184
$1K ﹤0.01%
+20
185
$1K ﹤0.01%
+14
186
$1K ﹤0.01%
+12
187
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