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
$163M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$968K
3
+$958K
4
C icon
Citigroup
C
+$948K
5
HEEM icon
iShares Currency Hedged MSCI Emerging Markets
HEEM
+$689K

Top Sells

1
+$2.58M
2
+$2.06M
3
+$1.72M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.5M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.13M

Sector Composition

1 Healthcare 10.29%
2 Industrials 8.58%
3 Consumer Discretionary 6.97%
4 Technology 6.77%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11K 0.01%
250
202
$9K 0.01%
208
203
$9K 0.01%
250
204
$7K ﹤0.01%
300
205
$6K ﹤0.01%
+128
206
$6K ﹤0.01%
217
207
$6K ﹤0.01%
1,191
208
$6K ﹤0.01%
+200
209
$6K ﹤0.01%
99
210
$6K ﹤0.01%
84
211
$5K ﹤0.01%
38
212
$4K ﹤0.01%
+32
213
$4K ﹤0.01%
56
214
$4K ﹤0.01%
468
215
$4K ﹤0.01%
+62
216
$3K ﹤0.01%
+31
217
$3K ﹤0.01%
121
-29,937
218
$3K ﹤0.01%
50
219
$3K ﹤0.01%
+320
220
$2K ﹤0.01%
100
221
$2K ﹤0.01%
+75
222
$2K ﹤0.01%
+63
223
$2K ﹤0.01%
118
224
$2K ﹤0.01%
200
225
$1K ﹤0.01%
100
6 7 8
9
10