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
$180M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.1M
3
+$4.43M
4
CI icon
Cigna
CI
+$2.31M
5
TM icon
Toyota
TM
+$2.13M

Top Sells

1
+$8.09M
2
+$4.8M
3
+$4.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.6M
5
AAP icon
Advance Auto Parts
AAP
+$2.55M

Sector Composition

1 Healthcare 8.85%
2 Financials 7.13%
3 Technology 7.08%
4 Industrials 5.98%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10K 0.01%
1,191
202
$10K 0.01%
336
203
$9K 0.01%
400
204
$9K 0.01%
54
205
$7K ﹤0.01%
+99
206
$7K ﹤0.01%
+84
207
$6K ﹤0.01%
106
208
$6K ﹤0.01%
+387
209
$6K ﹤0.01%
500
210
$6K ﹤0.01%
131
211
$5K ﹤0.01%
676
212
$5K ﹤0.01%
33
213
$4K ﹤0.01%
+56
214
$4K ﹤0.01%
86
215
$4K ﹤0.01%
468
216
$4K ﹤0.01%
68
217
$3K ﹤0.01%
50
218
$3K ﹤0.01%
68
219
$3K ﹤0.01%
56
220
$3K ﹤0.01%
43
-1,200
221
$3K ﹤0.01%
19
222
$3K ﹤0.01%
40
-57,278
223
$2K ﹤0.01%
17
-868
224
$2K ﹤0.01%
33
225
$2K ﹤0.01%
22
7 8
9
10 11