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
$180M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.1M
3
+$4.43M
4
CI icon
Cigna
CI
+$2.31M
5
TM icon
Toyota
TM
+$2.13M

Top Sells

1
+$8.09M
2
+$4.8M
3
+$4.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.6M
5
AAP icon
Advance Auto Parts
AAP
+$2.55M

Sector Composition

1 Healthcare 8.85%
2 Financials 7.13%
3 Technology 7.08%
4 Industrials 5.98%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.1M 8.94%
+536,527
2
$15.1M 8.41%
+682,136
3
$11.1M 6.18%
277,182
+110,378
4
$6.46M 3.59%
150,900
+218
5
$6.25M 3.48%
145,617
+5,879
6
$5.03M 2.8%
82,933
+26,381
7
$4.6M 2.56%
49,744
-9,107
8
$4.21M 2.34%
83,216
+15,526
9
$4.06M 2.26%
52,117
+26,223
10
$3.91M 2.17%
131,346
+25,667
11
$3.87M 2.15%
88,509
+31,380
12
$3.85M 2.14%
58,804
+9,760
13
$3.7M 2.06%
24,434
-2,104
14
$3.12M 1.74%
29,323
-4,702
15
$2.87M 1.59%
17,925
-2,366
16
$2.58M 1.43%
82,888
-13,348
17
$2.51M 1.4%
23,765
-24,571
18
$2.5M 1.39%
21,986
-447
19
$2.48M 1.38%
27,112
-1,360
20
$2.31M 1.28%
+17,849
21
$2.3M 1.28%
26,532
-2,070
22
$2.29M 1.27%
110,151
+4,938
23
$2.13M 1.18%
+15,203
24
$2.09M 1.16%
+42,286
25
$2.07M 1.15%
+54,196
1
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