CFO

Cambient Family Office Portfolio holdings

AUM $701M
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
$701M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$48.5M
2
+$44M
3
+$40.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$34.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$23.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.38%
2 Healthcare 11.72%
3 Industrials 7.15%
4 Financials 6.14%
5 Communication Services 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHV icon
26
iShares 0-1 Year Treasury Bond ETF
SHV
$20.3B
$5.73M 0.82%
+52,064
ANET icon
27
Arista Networks
ANET
$162B
$5.7M 0.81%
+43,520
COST icon
28
Costco
COST
$443B
$5.65M 0.81%
+6,556
MCD icon
29
McDonald's
MCD
$237B
$5.65M 0.81%
+18,487
GUNR icon
30
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.36B
$5.57M 0.79%
+121,444
VCSH icon
31
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.9B
$5.39M 0.77%
+67,607
ADSK icon
32
Autodesk
ADSK
$46.8B
$5.39M 0.77%
+18,193
BLK icon
33
Blackrock
BLK
$168B
$5.36M 0.77%
+5,009
SYK icon
34
Stryker
SYK
$146B
$5.14M 0.73%
+14,584
EMR icon
35
Emerson Electric
EMR
$84.8B
$5.12M 0.73%
+38,589
APD icon
36
Air Products & Chemicals
APD
$62.2B
$4.86M 0.69%
+19,669
CSCO icon
37
Cisco
CSCO
$313B
$4.85M 0.69%
+62,938
IEFA icon
38
iShares Core MSCI EAFE ETF
IEFA
$181B
$4.72M 0.67%
+52,789
CVX icon
39
Chevron
CVX
$367B
$4.71M 0.67%
+30,877
PEP icon
40
PepsiCo
PEP
$232B
$4.55M 0.65%
+31,372
XOM icon
41
Exxon Mobil
XOM
$624B
$4.52M 0.64%
+37,551
AMAT icon
42
Applied Materials
AMAT
$313B
$4.5M 0.64%
+17,502
VUSB icon
43
Vanguard Ultra-Short Bond ETF
VUSB
$7.34B
$4.22M 0.6%
+84,618
FBTC icon
44
Fidelity Wise Origin Bitcoin Fund
FBTC
$9.13B
$4.16M 0.59%
+54,508
DHR icon
45
Danaher
DHR
$148B
$4.01M 0.57%
+17,495
NEE icon
46
NextEra Energy
NEE
$199B
$3.86M 0.55%
+48,117
SPTM icon
47
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12.2B
$3.79M 0.54%
+45,897
PANW icon
48
Palo Alto Networks
PANW
$118B
$3.71M 0.53%
+20,147
AVGO icon
49
Broadcom
AVGO
$1.58T
$3.56M 0.51%
+10,298
IWR icon
50
iShares Russell Mid-Cap ETF
IWR
$49.3B
$3.56M 0.51%
+36,980
1
2
3 4 5