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
201
$5K ﹤0.01%
+133
202
$5K ﹤0.01%
+100
203
$5K ﹤0.01%
+75
204
$5K ﹤0.01%
+145
205
$5K ﹤0.01%
+61
206
$5K ﹤0.01%
+68
207
$5K ﹤0.01%
+64
208
$5K ﹤0.01%
+244
209
$5K ﹤0.01%
+1,288
210
$5K ﹤0.01%
+400
211
$5K ﹤0.01%
+90
212
$5K ﹤0.01%
+121
213
$5K ﹤0.01%
+92
214
$4K ﹤0.01%
+840
215
$4K ﹤0.01%
+80
216
$4K ﹤0.01%
+400
217
$4K ﹤0.01%
+65
218
$4K ﹤0.01%
+102
219
$4K ﹤0.01%
+290
220
$4K ﹤0.01%
+46
221
$4K ﹤0.01%
+468
222
$4K ﹤0.01%
+60
223
$4K ﹤0.01%
+65
224
$4K ﹤0.01%
+80
225
$4K ﹤0.01%
+33
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