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

Top Buys

1
+$1.09M
2
+$1.01M
3
+$925K
4
VFC icon
VF Corp
VFC
+$900K
5
HEEM icon
iShares Currency Hedged MSCI Emerging Markets
HEEM
+$640K

Top Sells

1
+$2.54M
2
+$1.96M
3
+$1.72M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.5M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.12M

Sector Composition

1 Healthcare 10.29%
2 Industrials 7.82%
3 Technology 7.54%
4 Consumer Discretionary 6.97%
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%
217
206
$6K ﹤0.01%
1,191
207
$6K ﹤0.01%
+200
208
$6K ﹤0.01%
99
209
$6K ﹤0.01%
84
210
$6K ﹤0.01%
+128
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%
50
217
$3K ﹤0.01%
+31
218
$3K ﹤0.01%
121
-29,937
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