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
251
$2K ﹤0.01%
+20
252
$2K ﹤0.01%
+23
253
$2K ﹤0.01%
+386
254
$2K ﹤0.01%
+51
255
$2K ﹤0.01%
+60
256
$2K ﹤0.01%
+35
257
$2K ﹤0.01%
+40
258
$2K ﹤0.01%
+52
259
$2K ﹤0.01%
+172
260
$1K ﹤0.01%
+35
261
$1K ﹤0.01%
+47
262
$1K ﹤0.01%
+30
263
$1K ﹤0.01%
+6
264
$1K ﹤0.01%
+18
265
$1K ﹤0.01%
+18
266
$1K ﹤0.01%
+13
267
$1K ﹤0.01%
+37
268
$0 ﹤0.01%
+8
269
– –
0
270
$0 ﹤0.01%
+1
7 8 9 10
11