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
$147M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$691K
3
+$520K
4
VZ icon
Verizon
VZ
+$312K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$139K

Top Sells

1
+$4.44M
2
+$2.24M
3
+$2.22M
4
RFV icon
Invesco S&P MidCap 400 Pure Value ETF
RFV
+$1.21M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$897K

Sector Composition

1 Healthcare 10.78%
2 Technology 9.25%
3 Communication Services 7.05%
4 Industrials 6.62%
5 Consumer Discretionary 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4K ﹤0.01%
192
202
$4K ﹤0.01%
200
203
$3K ﹤0.01%
+2
204
$3K ﹤0.01%
+55
205
$3K ﹤0.01%
+44
206
$3K ﹤0.01%
73
-216
207
$3K ﹤0.01%
+50
208
$3K ﹤0.01%
64
-186
209
$3K ﹤0.01%
+50
210
$3K ﹤0.01%
42
211
$3K ﹤0.01%
+15
212
$3K ﹤0.01%
200
213
$2K ﹤0.01%
+18
214
$2K ﹤0.01%
100
215
$2K ﹤0.01%
+78
216
$2K ﹤0.01%
+28
217
$2K ﹤0.01%
25
218
$2K ﹤0.01%
+50
219
$2K ﹤0.01%
+28
220
$2K ﹤0.01%
+43
221
$2K ﹤0.01%
40
222
$2K ﹤0.01%
+190
223
$2K ﹤0.01%
+37
224
$2K ﹤0.01%
53
225
$2K ﹤0.01%
+21
7 8
9
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