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
51
$349K 0.32%
+7,597
52
$339K 0.31%
+7,573
53
$335K 0.31%
+15,826
54
$334K 0.31%
+9,502
55
$332K 0.3%
+7,052
56
$327K 0.3%
+2,855
57
$325K 0.3%
+24,857
58
$321K 0.29%
+9,270
59
$321K 0.29%
+5,675
60
$319K 0.29%
+17,568
61
$318K 0.29%
+8,481
62
$310K 0.28%
+10,823
63
$309K 0.28%
+49,429
64
$305K 0.28%
+6,272
65
$304K 0.28%
+12,362
66
$301K 0.28%
+2,807
67
$298K 0.27%
+12,731
68
$291K 0.27%
+3,753
69
$287K 0.26%
+17,784
70
$279K 0.26%
+12,462
71
$254K 0.23%
+17,948
72
$245K 0.22%
+9,174
73
$239K 0.22%
+3,873
74
$233K 0.21%
+5,773
75
$196K 0.18%
+5,642
1 2
3
4 5