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
$161M
AUM Growth
-$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$949K
2
+$551K
3
+$520K
4
MAT icon
Mattel
MAT
+$516K
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$511K

Top Sells

1
+$1.09M
2
+$909K
3
+$640K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$607K
5
DBEM icon
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
+$597K

Sector Composition

1 Healthcare 9.95%
2 Technology 8.11%
3 Industrials 7.86%
4 Consumer Discretionary 6.71%
5 Financials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10K 0.01%
+500
202
$10K 0.01%
200
203
$10K 0.01%
+50
204
$9K 0.01%
+220
205
$9K 0.01%
+318
206
$8K 0.01%
+300
207
$8K 0.01%
+454
208
$8K 0.01%
+200
209
$8K 0.01%
320
-10,075
210
$7K ﹤0.01%
+224
211
$6K ﹤0.01%
+252
212
$6K ﹤0.01%
217
213
$6K ﹤0.01%
+80
214
$5K ﹤0.01%
+400
215
$5K ﹤0.01%
+396
216
$5K ﹤0.01%
+200
217
$5K ﹤0.01%
+84
218
$5K ﹤0.01%
+39
219
$5K ﹤0.01%
52
-697
220
$4K ﹤0.01%
32
221
$4K ﹤0.01%
468
222
$4K ﹤0.01%
+192
223
$4K ﹤0.01%
+300
224
$4K ﹤0.01%
+100
225
$3K ﹤0.01%
50
7 8
9
10 11