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
$158M
AUM Growth
-$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.16M
3
+$1.82M
4
KEY icon
KeyCorp
KEY
+$1.73M
5
V icon
Visa
V
+$1.65M

Top Sells

1
+$12.1M
2
+$11.3M
3
+$1.69M
4
APA icon
APA Corp
APA
+$1.48M
5
COF icon
Capital One
COF
+$1.37M

Sector Composition

1 Healthcare 9.16%
2 Technology 8.81%
3 Industrials 7.89%
4 Financials 5.95%
5 Consumer Discretionary 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$13K 0.01%
+332
202
$13K 0.01%
+331
203
$13K 0.01%
1,446
204
$13K 0.01%
+669
205
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412
206
$12K 0.01%
500
207
$11K 0.01%
+289
208
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106
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209
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246
210
$11K 0.01%
200
211
$10K 0.01%
300
212
$10K 0.01%
400
213
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130
-2,841
214
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220
215
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216
$9K 0.01%
224
217
$8K 0.01%
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218
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+295
219
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232
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220
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280
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454
222
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223
$8K 0.01%
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224
$7K ﹤0.01%
250
225
$7K ﹤0.01%
117
-27,266
7 8
9
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