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
$172M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.87M
3
+$3.47M
4
IBM icon
IBM
IBM
+$1.97M
5
KMB icon
Kimberly-Clark
KMB
+$1.88M

Top Sells

1
+$887M
2
+$6.62M
3
+$4.82M
4
JCI icon
Johnson Controls International
JCI
+$4.45M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.25M

Sector Composition

1 Healthcare 12.55%
2 Technology 9.07%
3 Industrials 5.72%
4 Financials 4.85%
5 Consumer Staples 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$963K 0.56%
9,171
-50
52
$949K 0.55%
14,792
+560
53
$929K 0.54%
70,683
+591
54
$874K 0.51%
19,818
+2,568
55
$863K 0.5%
128,120
+3,576
56
$850K 0.49%
20,440
-159,300
57
$800K 0.46%
8,155
+1,623
58
$770K 0.45%
6,510
59
$757K 0.44%
12,935
60
$719K 0.42%
10,364
+8,164
61
$681K 0.4%
8,485
+7
62
$642K 0.37%
5,940
-18,100
63
$624K 0.36%
41,270
-2,154
64
$598K 0.35%
12,910
65
$598K 0.35%
14,082
+9,382
66
$574K 0.33%
6,805
+3,700
67
$568K 0.33%
14,698
-8,318
68
$562K 0.33%
16,165
+2,995
69
$556K 0.32%
38,604
+892
70
$546K 0.32%
7,005
+1,832
71
$529K 0.31%
6,765
+635
72
$524K 0.3%
3,045
-14,238
73
$479K 0.28%
4,537
-10,053
74
$470K 0.27%
3,409
-239
75
$459K 0.27%
9,439
1 2
3
4 5