CA
Cambridge Advisors Portfolio holdings
AUM
$478M
This Quarter Return
+2.35%
1 Year Return
+11.93%
3 Year Return
+43.34%
5 Year Return
+63.93%
10 Year Return
+132.4%
AUM
$247M
AUM Growth
+$247M
(+2%)
Cap. Flow
-$1.11K
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
54.98%
Holding
138
New
7
Increased
36
Reduced
53
Closed
4
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$1.36M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$785K |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$555K |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$539K |
| 5 |
Visa
V
|
$524K |
Top Sells
| 1 |
VAL
Valspar
VAL
|
$1.16M |
| 2 |
Johnson Controls International
JCI
|
$598K |
| 3 |
Target
TGT
|
$516K |
| 4 |
C.H. Robinson
CHRW
|
$297K |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
$272K |
Sector Composition
| 1 | Healthcare | 8.66% |
| 2 | Technology | 7.23% |
| 3 | Industrials | 3.92% |
| 4 | Financials | 3.34% |
| 5 | Consumer Discretionary | 2.11% |
