We are live on ! Find out more
CFO

Cambient Family Office Portfolio holdings

AUM $716M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$716M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$4.6M
3
+$3.81M
4
NVDA icon
NVIDIA
NVDA
+$3M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.84M

Top Sells

1
+$3.24M
2
+$2.99M
3
+$2.43M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.59M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.58M

Sector Composition

1 Technology 23.68%
2 Healthcare 10.54%
3 Industrials 8.31%
4 Financials 5.9%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMXC icon
251
iShares MSCI Emerging Markets ex China ETF
EMXC
$25B
$14.8K ﹤0.01%
+188
QUAL icon
252
iShares MSCI USA Quality Factor ETF
QUAL
$46.1B
$10.9K ﹤0.01%
57
SCHD icon
253
Schwab US Dividend Equity ETF
SCHD
$98.1B
$9.2K ﹤0.01%
300
IYW icon
254
iShares US Technology ETF
IYW
$25.2B
$9.07K ﹤0.01%
50
SPEM icon
255
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.5B
$7.32K ﹤0.01%
156
VTWO icon
256
Vanguard Russell 2000 ETF
VTWO
$17.2B
$6.21K ﹤0.01%
62
IXUS icon
257
iShares Core MSCI Total International Stock ETF
IXUS
$58.4B
$4.85K ﹤0.01%
56
FNDE icon
258
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.47B
$3.5K ﹤0.01%
92
VNQ icon
259
Vanguard Real Estate ETF
VNQ
$37.7B
$3.19K ﹤0.01%
+36
IJS icon
260
iShares S&P Small-Cap 600 Value ETF
IJS
$8B
$104 ﹤0.01%
1
SCHH icon
261
Schwab US REIT ETF
SCHH
$11.2B
$14 ﹤0.01%
1
BDX icon
262
Becton Dickinson
BDX
$41.9B
– –
-1,117
DD icon
263
DuPont de Nemours
DD
$18.2B
– –
-1,798
FTV icon
264
Fortive
FTV
$19B
– –
-4,470
JMST icon
265
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.73B
– –
-19,659
JMUB icon
266
JPMorgan Municipal ETF
JMUB
$8.02B
– –
-19,818
JPIE icon
267
JPMorgan Income ETF
JPIE
$9.81B
– –
-3,245
JPST icon
268
JPMorgan Ultra-Short Income ETF
JPST
$39.7B
– –
-3,966
LHX icon
269
L3Harris
LHX
$54.2B
– –
-950
MCO icon
270
Moody's
MCO
$85.1B
– –
-792
SSNC icon
271
SS&C Technologies
SSNC
$16B
– –
-2,647
TYL icon
272
Tyler Technologies
TYL
$12.7B
– –
-442
USB icon
273
US Bancorp
USB
$97.2B
– –
-5,088
VGT icon
274
Vanguard Information Technology ETF
VGT
$144B
– –
-2,704
XLE icon
275
State Street Energy Select Sector SPDR ETF
XLE
$36.6B
– –
-810
8 9 10
11
12