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
HOOD icon
51
Robinhood
HOOD
$69.8B
$3.51M 0.5%
+31,008
ORCL icon
52
Oracle
ORCL
$425B
$3.44M 0.49%
+17,662
BRK.B icon
53
Berkshire Hathaway Class B
BRK.B
$1.07T
$3.3M 0.47%
+6,564
SNPS icon
54
Synopsys
SNPS
$84.3B
$3.29M 0.47%
+7,012
SPYM
55
State Street SPDR Portfolio S&P 500 ETF
SPYM
$108B
$3.28M 0.47%
+40,918
IWM icon
56
iShares Russell 2000 ETF
IWM
$75.7B
$3.27M 0.47%
+13,268
GSY icon
57
Invesco Ultra Short Duration ETF
GSY
$3.45B
$3.25M 0.46%
+64,758
SUB icon
58
iShares Short-Term National Muni Bond ETF
SUB
$10.9B
$3.18M 0.45%
+29,840
LOW icon
59
Lowe's Companies
LOW
$156B
$3.08M 0.44%
+12,780
HON icon
60
Honeywell
HON
$155B
$3.03M 0.43%
+15,508
META icon
61
Meta Platforms (Facebook)
META
$1.65T
$3.01M 0.43%
+4,554
INTC icon
62
Intel
INTC
$234B
$3M 0.43%
+81,235
CARR icon
63
Carrier Global
CARR
$53.1B
$2.98M 0.43%
+56,417
TSLA icon
64
Tesla
TSLA
$1.57T
$2.73M 0.39%
+6,068
OTIS icon
65
Otis Worldwide
OTIS
$34.9B
$2.72M 0.39%
+31,153
EEM icon
66
iShares MSCI Emerging Markets ETF
EEM
$29B
$2.28M 0.33%
+41,690
XYL icon
67
Xylem
XYL
$31.2B
$2.11M 0.3%
+15,517
VOO icon
68
Vanguard S&P 500 ETF
VOO
$864B
$2M 0.29%
+3,188
AWK icon
69
American Water Works
AWK
$26.2B
$1.9M 0.27%
+14,574
AXP icon
70
American Express
AXP
$225B
$1.88M 0.27%
+5,083
IJH icon
71
iShares Core S&P Mid-Cap ETF
IJH
$112B
$1.57M 0.22%
+23,846
V icon
72
Visa
V
$602B
$1.54M 0.22%
+4,396
CAT icon
73
Caterpillar
CAT
$357B
$1.48M 0.21%
+2,580
IEMG icon
74
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$1.47M 0.21%
+21,884
UNP icon
75
Union Pacific
UNP
$158B
$1.32M 0.19%
+5,703
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