CFA

Camarda Financial Advisors Portfolio holdings

AUM $254M
1-Year Est. Return 25.59%
This Quarter Est. Return
1 Year Est. Return
+25.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.74M
3
+$1.73M
4
AAPL icon
Apple
AAPL
+$697K
5
RCI icon
Rogers Communications
RCI
+$388K

Top Sells

1
+$2.4M
2
+$1.76M
3
+$1.68M
4
QCOR
QUESTCOR PHARMA INC
QCOR
+$591K
5
UIS icon
Unisys
UIS
+$363K

Sector Composition

1 Healthcare 12.98%
2 Technology 8.16%
3 Financials 6.09%
4 Energy 5.65%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.22M 5.7%
313,495
-9,704
2
$7.92M 5.49%
149,215
-1,070
3
$6.81M 4.72%
161,558
-3,149
4
$6.45M 4.48%
163,309
+1,809
5
$4.77M 3.31%
52,918
+3,140
6
$4.35M 3.02%
109,456
+3,332
7
$4.29M 2.97%
43,381
+2,485
8
$4.06M 2.82%
107,297
-2,513
9
$4M 2.78%
55,721
+2,803
10
$3.82M 2.65%
90,799
-2,042
11
$3.29M 2.28%
64,809
+3,114
12
$3.22M 2.24%
54,359
+1,973
13
$3.21M 2.23%
22,845
+491
14
$3.02M 2.09%
119,900
+27,684
15
$2.75M 1.9%
33,904
+1,653
16
$2.56M 1.77%
42,478
+3,256
17
$2.47M 1.71%
18,973
+236
18
$2.44M 1.69%
26,661
+1,680
19
$2.43M 1.69%
50,104
+2,520
20
$2.33M 1.62%
66,850
+1,107
21
$2.32M 1.61%
20,719
+876
22
$2.31M 1.6%
32,710
+2,433
23
$2.31M 1.6%
42,933
+1,225
24
$2.24M 1.56%
18,530
+424
25
$2.18M 1.51%
23,069
+485
1
2 3 4 5