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
HON icon
51
Honeywell
HON
$148B
$3.7M 0.52%
16,365
+857
IWR icon
52
iShares Russell Mid-Cap ETF
IWR
$54.3B
$3.59M 0.5%
36,919
-61
BRK.B icon
53
Berkshire Hathaway Class B
BRK.B
$1.03T
$3.5M 0.49%
7,294
+730
DHR icon
54
Danaher
DHR
$122B
$3.41M 0.48%
17,929
+434
SNPS icon
55
Synopsys
SNPS
$101B
$3.28M 0.46%
8,281
+1,269
META icon
56
Meta Platforms (Facebook)
META
$1.61T
$3.27M 0.46%
5,708
+1,154
CARR icon
57
Carrier Global
CARR
$53.7B
$3.21M 0.45%
57,035
+618
SPYM
58
State Street SPDR Portfolio S&P 500 ETF
SPYM
$145B
$3.13M 0.44%
40,918
LOW icon
59
Lowe's Companies
LOW
$122B
$3.1M 0.43%
13,130
+350
GSY icon
60
Invesco Ultra Short Duration ETF
GSY
$3.48B
$3.07M 0.43%
61,285
-3,473
FBTC icon
61
Fidelity Wise Origin Bitcoin Fund
FBTC
$13.9B
$3M 0.42%
50,852
-3,656
ORCL icon
62
Oracle
ORCL
$547B
$2.78M 0.39%
18,870
+1,208
WMT icon
63
Walmart Inc
WMT
$945B
$2.66M 0.37%
21,391
+12,890
TSLA icon
64
Tesla
TSLA
$1.65T
$2.65M 0.37%
7,125
+1,057
SYK icon
65
Stryker
SYK
$118B
$2.57M 0.36%
7,812
-6,772
GNR icon
66
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.86B
$2.4M 0.33%
32,122
+20,809
OTIS icon
67
Otis Worldwide
OTIS
$27.5B
$2.38M 0.33%
30,904
-249
HOOD icon
68
Robinhood
HOOD
$68.8B
$2.37M 0.33%
34,178
+3,170
CAT icon
69
Caterpillar
CAT
$419B
$2.03M 0.28%
2,862
+282
XYL icon
70
Xylem
XYL
$26.1B
$2.03M 0.28%
16,955
+1,438
AWK icon
71
American Water Works
AWK
$24.2B
$1.97M 0.27%
14,450
-124
VOO icon
72
Vanguard S&P 500 ETF
VOO
$969B
$1.91M 0.27%
3,189
+1
EEM icon
73
iShares MSCI Emerging Markets ETF
EEM
$30.3B
$1.88M 0.26%
33,173
-8,517
IEMG icon
74
iShares Core MSCI Emerging Markets ETF
IEMG
$162B
$1.84M 0.26%
26,396
+4,512
CRCL
75
Circle Internet Group
CRCL
$25.6B
$1.77M 0.25%
18,585
+13,843
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3
4 5