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
201
$5K ﹤0.01%
+64
202
$5K ﹤0.01%
+244
203
$5K ﹤0.01%
+1,288
204
$5K ﹤0.01%
+131
205
$5K ﹤0.01%
+76
206
$5K ﹤0.01%
+126
207
$5K ﹤0.01%
+418
208
$5K ﹤0.01%
+214
209
$5K ﹤0.01%
+133
210
$5K ﹤0.01%
+100
211
$5K ﹤0.01%
+400
212
$5K ﹤0.01%
+121
213
$5K ﹤0.01%
+92
214
$4K ﹤0.01%
+400
215
$4K ﹤0.01%
+65
216
$4K ﹤0.01%
+815
217
$4K ﹤0.01%
+80
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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