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
$179M
AUM Growth
-$435K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.25M
3
+$623K
4
FM
iShares Frontier and Select EM ETF
FM
+$563K
5
ISCV icon
iShares Morningstar Small-Cap Value ETF
ISCV
+$528K

Top Sells

1
+$553K
2
+$461K
3
+$415K
4
PFE icon
Pfizer
PFE
+$403K
5
SUI icon
Sun Communities
SUI
+$385K

Sector Composition

1 Healthcare 8.07%
2 Financials 6.95%
3 Technology 6.82%
4 Industrials 6.15%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4K ﹤0.01%
+200
202
$4K ﹤0.01%
500
203
$3K ﹤0.01%
+38
204
$3K ﹤0.01%
+33
205
$2K ﹤0.01%
+16
206
$2K ﹤0.01%
50
-921
207
$2K ﹤0.01%
+56
208
$2K ﹤0.01%
33
209
$2K ﹤0.01%
+13
210
$2K ﹤0.01%
+100
211
$2K ﹤0.01%
28
212
$1K ﹤0.01%
12
-5
213
$1K ﹤0.01%
15
-25
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25
215
$1K ﹤0.01%
+42
216
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-1,755
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223
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225
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-400
7 8
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