CA

Cambridge Advisors Portfolio holdings

AUM $512M
1-Year Est. Return 12.01%
This Quarter Est. Return
1 Year Est. Return
+12.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$630K
2
+$473K
3
+$288K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$211K
5
BWA icon
BorgWarner
BWA
+$206K

Top Sells

1
+$535K
2
+$316K
3
+$217K
4
GRMN icon
Garmin
GRMN
+$200K
5
INTC icon
Intel
INTC
+$177K

Sector Composition

1 Healthcare 9.19%
2 Technology 7.93%
3 Industrials 4.88%
4 Financials 3.05%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.71%
23,212
-7,699
27
$1.56M 0.69%
22,124
+112
28
$1.55M 0.69%
35,012
+6,512
29
$1.53M 0.68%
19,480
+88
30
$1.53M 0.68%
108,489
+5,022
31
$1.5M 0.66%
21,787
-690
32
$1.49M 0.66%
16,767
+259
33
$1.47M 0.65%
5,201
-34
34
$1.4M 0.62%
15,612
+15
35
$1.4M 0.62%
12,854
-50
36
$1.36M 0.6%
29,251
-4,662
37
$1.36M 0.6%
9,568
+90
38
$1.35M 0.6%
194,024
+624
39
$1.27M 0.56%
24,174
+70
40
$1.27M 0.56%
53,704
+15
41
$1.25M 0.55%
39,330
+354
42
$1.25M 0.55%
11,750
43
$1.2M 0.53%
20,103
44
$1.16M 0.51%
6,353
-6
45
$1.07M 0.47%
4,936
46
$1.03M 0.46%
9,209
-112
47
$1.02M 0.45%
9,835
-100
48
$1.02M 0.45%
11,600
49
$1.02M 0.45%
8,193
-199
50
$988K 0.44%
9,685
+700
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