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
101
$74K 0.07%
+860
102
$73K 0.07%
+1,788
103
$73K 0.07%
+1,107
104
$68K 0.06%
+1,465
105
$66K 0.06%
+2,156
106
$63K 0.06%
+1,568
107
$62K 0.06%
+731
108
$60K 0.05%
+1,162
109
$59K 0.05%
+543
110
$55K 0.05%
+1,831
111
$53K 0.05%
+448
112
$46K 0.04%
+806
113
$41K 0.04%
+400
114
$39K 0.04%
+3,481
115
$33K 0.03%
+158
116
$33K 0.03%
+2,204
117
$30K 0.03%
+485
118
$30K 0.03%
+1,500
119
$29K 0.03%
+1,062
120
$29K 0.03%
+600
121
$28K 0.03%
+255
122
$27K 0.02%
+340
123
$25K 0.02%
+1,203
124
$25K 0.02%
+2,288
125
$25K 0.02%
+1,240
3 4
5
6 7