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
176
$8K 0.01%
+208
177
$8K 0.01%
+226
178
$7K 0.01%
+64
179
$7K 0.01%
+332
180
$7K 0.01%
+562
181
$7K 0.01%
+275
182
$7K 0.01%
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183
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+200
184
$7K 0.01%
+118
185
$6K 0.01%
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186
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+300
187
$6K 0.01%
+222
188
$6K 0.01%
+49
189
$6K 0.01%
+800
190
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191
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192
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+204
193
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194
$6K 0.01%
+25
195
$6K 0.01%
+131
196
$5K ﹤0.01%
+90
197
$5K ﹤0.01%
+75
198
$5K ﹤0.01%
+145
199
$5K ﹤0.01%
+61
200
$5K ﹤0.01%
+68
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