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
26
$1.66M 1.52%
+20,499
27
$1.63M 1.49%
+34,019
28
$1.62M 1.48%
+41,329
29
$1.57M 1.43%
+82,804
30
$1.51M 1.38%
+23,587
31
$1.5M 1.38%
+31,359
32
$1.47M 1.34%
+47,935
33
$1.43M 1.31%
+28,154
34
$1.38M 1.27%
+37,154
35
$1.37M 1.26%
+40,026
36
$1.35M 1.24%
+32,242
37
$1.33M 1.22%
+33,998
38
$868K 0.79%
+42,670
39
$663K 0.61%
+6,442
40
$629K 0.58%
+39,183
41
$623K 0.57%
+10,875
42
$598K 0.55%
+7,138
43
$501K 0.46%
+6,885
44
$461K 0.42%
+5,100
45
$378K 0.35%
+18,816
46
$373K 0.34%
+10,294
47
$369K 0.34%
+1,254
48
$355K 0.32%
+5,171
49
$353K 0.32%
+10,890
50
$352K 0.32%
+15,945
1
2
3 4 5