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
$146M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$1.05M
3
+$490K
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$351K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$330K

Top Sells

1
+$468K
2
+$349K
3
+$319K
4
GLOG
GASLOG LTD
GLOG
+$307K
5
BAC icon
Bank of America
BAC
+$221K

Sector Composition

1 Healthcare 12.37%
2 Energy 6.72%
3 Industrials 5.18%
4 Technology 4.65%
5 Financials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
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203
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28
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$0 ﹤0.01%
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217
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224
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225
$0 ﹤0.01%
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9
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