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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$6.44M
3
+$6.23M
4
CRBQ
Alps Etf Tr Global Commodity Equity ETF (DE)
CRBQ
+$5.41M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.63M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.66%
2 Healthcare 7.25%
3 Consumer Discretionary 6.92%
4 Financials 4.09%
5 Industrials 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
+100
227
$4K ﹤0.01%
+203
228
$3K ﹤0.01%
+41
229
$3K ﹤0.01%
+200
230
$3K ﹤0.01%
+50
231
$3K ﹤0.01%
+78
232
$3K ﹤0.01%
+120
233
$3K ﹤0.01%
+150
234
$3K ﹤0.01%
+100
235
$3K ﹤0.01%
+100
236
$3K ﹤0.01%
+100
237
$3K ﹤0.01%
+39
238
$3K ﹤0.01%
+45
239
$3K ﹤0.01%
+525
240
$3K ﹤0.01%
+52
241
$3K ﹤0.01%
+38
242
$3K ﹤0.01%
+54
243
$3K ﹤0.01%
+62
244
$3K ﹤0.01%
+10
245
$3K ﹤0.01%
+300
246
$3K ﹤0.01%
+500
247
$3K ﹤0.01%
+300
248
$2K ﹤0.01%
+96
249
$2K ﹤0.01%
+73
250
$2K ﹤0.01%
+102
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