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
COST icon
26
Costco
COST
$446B
$7.07M 0.99%
7,099
+543
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$4.73T
$7.01M 0.98%
24,369
+2,496
CVX icon
28
Chevron
CVX
$364B
$6.6M 0.92%
31,907
+1,030
AMAT icon
29
Applied Materials
AMAT
$355B
$6.24M 0.87%
18,256
+754
SHV icon
30
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$6.24M 0.87%
56,489
+4,425
ANET icon
31
Arista Networks
ANET
$195B
$6.11M 0.85%
49,765
+6,245
HD icon
32
Home Depot
HD
$316B
$6.02M 0.84%
18,301
+902
MCD icon
33
McDonald's
MCD
$200B
$5.91M 0.82%
19,009
+522
APD icon
34
Air Products & Chemicals
APD
$63.8B
$5.53M 0.77%
19,025
-644
BLK icon
35
Blackrock
BLK
$166B
$5.16M 0.72%
5,369
+360
PEP icon
36
PepsiCo
PEP
$202B
$5.09M 0.71%
32,798
+1,426
CSCO icon
37
Cisco
CSCO
$472B
$5.03M 0.7%
64,852
+1,914
EMR icon
38
Emerson Electric
EMR
$78.1B
$4.97M 0.69%
37,927
-662
NEE icon
39
NextEra Energy
NEE
$182B
$4.95M 0.69%
53,315
+5,198
VCSH icon
40
Vanguard Short-Term Corporate Bond ETF
VCSH
$42.4B
$4.92M 0.69%
62,108
-5,499
IEFA icon
41
iShares Core MSCI EAFE ETF
IEFA
$186B
$4.81M 0.67%
53,077
+288
SPTM icon
42
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$4.54M 0.63%
57,447
+11,550
GEV icon
43
GE Vernova
GEV
$280B
$4.27M 0.6%
4,884
+3,275
IEF icon
44
iShares 7-10 Year Treasury Bond ETF
IEF
$47.9B
$4.17M 0.58%
43,679
+39,597
VGSH icon
45
Vanguard Short-Term Treasury ETF
VGSH
$29.1B
$4.11M 0.57%
70,192
+48,353
SUB icon
46
iShares Short-Term National Muni Bond ETF
SUB
$11.2B
$4.03M 0.56%
37,858
+8,018
PANW icon
47
Palo Alto Networks
PANW
$202B
$3.93M 0.55%
24,538
+4,391
AVGO icon
48
Broadcom
AVGO
$2.01T
$3.89M 0.54%
12,564
+2,266
VUSB icon
49
Vanguard Ultra-Short Bond ETF
VUSB
$8.27B
$3.88M 0.54%
77,866
-6,752
INTC icon
50
Intel
INTC
$606B
$3.73M 0.52%
84,437
+3,202
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