CFO
Cambient Family Office Portfolio holdings
AUM
$716M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$716M
AUM Growth
+$15.6M
(+2.2%)
Holding
282
Top Buys
| 1 | +$5.28M | |
| 2 | +$4.6M | |
| 3 | +$3.81M | |
| 4 |
NVIDIA
NVDA
|
+$3M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$2.84M |
Top Sells
| 1 | +$3.24M | |
| 2 | +$2.99M | |
| 3 | +$2.43M | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.59M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
276
Tyler Technologies
TYL
$12.4B
| – | – |
-442
|
|
||
277
US Bancorp
USB
$84.9B
| – | – |
-5,088
|
|
||
278
Vanguard Information Technology ETF
VGT
$142B
| – | – |
-2,704
|
|
||
279
State Street Energy Select Sector SPDR ETF
XLE
$39.7B
| – | – |
-810
|
|
||
280
State Street Communication Services Select Sector SPDR ETF
XLC
$25.5B
| – | – |
-614
|
|
||
281
State Street Financial Select Sector SPDR ETF
XLF
$49.7B
| – | – |
-6,803
|
|
||
282
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.2B
| – | – |
-1,223
|
|