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
+$295K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$525K
2
+$503K
3
+$385K
4
NXPI icon
NXP Semiconductors
NXPI
+$294K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$249K

Top Sells

1
+$815K
2
+$557K
3
+$333K
4
IP icon
International Paper
IP
+$330K
5
PYPL icon
PayPal
PYPL
+$235K

Sector Composition

1 Healthcare 8.81%
2 Technology 8.08%
3 Industrials 4.74%
4 Financials 3.47%
5 Consumer Staples 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 0.76%
25,060
-2,990
27
$1.63M 0.72%
23,664
+452
28
$1.63M 0.72%
111,957
+3,468
29
$1.62M 0.72%
19,333
-147
30
$1.59M 0.7%
5,278
+77
31
$1.57M 0.69%
21,721
-66
32
$1.36M 0.6%
20,858
-1,266
33
$1.34M 0.59%
12,854
34
$1.34M 0.59%
192,080
-1,944
35
$1.34M 0.59%
15,897
+285
36
$1.29M 0.57%
53,354
-350
37
$1.25M 0.55%
6,338
-15
38
$1.24M 0.55%
12,685
+3,000
39
$1.23M 0.54%
24,247
+73
40
$1.22M 0.54%
13,176
-3,591
41
$1.22M 0.54%
8,055
-1,513
42
$1.2M 0.53%
39,555
+225
43
$1.17M 0.52%
11,400
-200
44
$1.13M 0.5%
20,103
45
$1.12M 0.5%
9,526
+2
46
$1.11M 0.49%
10,750
-1,000
47
$1.1M 0.49%
4,936
48
$1.06M 0.47%
7,900
-293
49
$1.03M 0.46%
9,835
50
$1.03M 0.45%
6,475
+94
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