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 | |
|---|---|---|---|---|---|---|
126
UnitedHealth
UNH
$349B
| $667K | 0.09% |
2,466
+632
|
|
||
127
AT&T
T
$173B
| $663K | 0.09% |
22,856
+1,451
|
|
||
128
Enbridge
ENB
$123B
| $651K | 0.09% |
12,031
|
|
||
129
Novartis
NVS
$288B
| $651K | 0.09% |
4,264
|
|
||
130
Quanta Services
PWR
$110B
| $651K | 0.09% |
1,185
+35
|
|
||
131
Coherent
COHR
$74.4B
| $649K | 0.09% |
2,723
|
|
||
132
PNC Financial Services
PNC
$88.7B
| $638K | 0.09% |
3,064
+459
|
|
||
133
Waste Management
WM
$86.6B
| $636K | 0.09% |
2,767
+467
|
|
||
134
Pfizer
PFE
$149B
| $631K | 0.09% |
22,487
+1,154
|
|
||
135
Gentex
GNTX
$5.14B
| $626K | 0.09% |
28,633
|
|
||
136
Constellation Energy
CEG
$104B
| $625K | 0.09% |
2,237
+173
|
|
||
137
Sysco
SYY
$36B
| $604K | 0.08% |
8,462
+235
|
|
||
138
State Street Technology Select Sector SPDR ETF
XLK
$120B
| $577K | 0.08% |
4,342
-150
|
|
||
139
Qualcomm
QCOM
$246B
| $554K | 0.08% |
4,301
+733
|
|
||
140
SPDR Gold Trust
GLD
$148B
| $537K | 0.07% |
1,247
|
|
||
141
Thermo Fisher Scientific
TMO
$170B
| $530K | 0.07% |
1,078
+205
|
|
||
142
Albemarle
ALB
$20.9B
| $520K | 0.07% |
2,892
+266
|
|
||
143
Corteva
CTVA
$53.4B
| $496K | 0.07% |
5,929
+469
|
|
||
144
McKesson
MCK
$90.9B
| $489K | 0.07% |
565
+146
|
|
||
145
3M
MMM
$80.9B
| $480K | 0.07% |
3,307
-87
|
|
||
146
Target
TGT
$58.3B
| $480K | 0.07% |
3,957
+306
|
|
||
147
Williams Companies
WMB
$91B
| $477K | 0.07% |
6,550
+864
|
|
||
148
Analog Devices
ADI
$203B
| $471K | 0.07% |
1,482
+234
|
|
||
149
Charles Schwab
SCHW
$149B
| $465K | 0.07% |
4,952
+1,088
|
|
||
150
Loews
L
$22B
| $453K | 0.06% |
4,244
+173
|
|