CFA

Camarda Financial Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 31.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.1%
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 Healthcare 7.25%
2 Technology 7.08%
3 Consumer Discretionary 6.92%
4 Industrials 4.97%
5 Financials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12K 0.01%
+1,070
152
$12K 0.01%
+666
153
$12K 0.01%
+659
154
$12K 0.01%
+463
155
$11K 0.01%
+25
156
$11K 0.01%
+87
157
$11K 0.01%
+135
158
$11K 0.01%
+259
159
$11K 0.01%
+337
160
$10K 0.01%
+1,568
161
$10K 0.01%
+12
162
$10K 0.01%
+296
163
$10K 0.01%
+300
164
$9K 0.01%
+109
165
$9K 0.01%
+300
166
$9K 0.01%
+219
167
$9K 0.01%
+200
168
$9K 0.01%
+813
169
$9K 0.01%
+100
170
$8K 0.01%
+150
171
$8K 0.01%
+109
172
$8K 0.01%
+208
173
$8K 0.01%
+226
174
$8K 0.01%
+150
175
$8K 0.01%
+465
5 6
7
8 9