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
176
$8K 0.01%
+1,226
177
$8K 0.01%
+399
178
$7K 0.01%
+562
179
$7K 0.01%
+275
180
$7K 0.01%
+146
181
$7K 0.01%
+200
182
$7K 0.01%
+118
183
$7K 0.01%
+64
184
$7K 0.01%
+332
185
$6K 0.01%
+118
186
$6K 0.01%
+300
187
$6K 0.01%
+25
188
$6K 0.01%
+131
189
$6K 0.01%
+222
190
$6K 0.01%
+49
191
$6K 0.01%
+800
192
$6K 0.01%
+173
193
$6K 0.01%
+159
194
$6K 0.01%
+204
195
$6K 0.01%
+128
196
$5K ﹤0.01%
+131
197
$5K ﹤0.01%
+76
198
$5K ﹤0.01%
+126
199
$5K ﹤0.01%
+418
200
$5K ﹤0.01%
+214
6 7
8
9 10