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
$430M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.48M
3
+$498K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$412K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$372K

Top Sells

1
+$2.34M
2
+$1.14M
3
+$418K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$396K
5
NVDA icon
NVIDIA
NVDA
+$354K

Sector Composition

1 Technology 8.38%
2 Healthcare 4.8%
3 Financials 2.72%
4 Industrials 2.52%
5 Consumer Discretionary 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.32%
6,848
+36
52
$1.39M 0.32%
35,758
+160
53
$1.39M 0.32%
50,462
-232
54
$1.34M 0.31%
8,135
-20
55
$1.31M 0.31%
55,346
+506
56
$1.31M 0.3%
56,970
+21,644
57
$1.29M 0.3%
9,150
58
$1.28M 0.3%
31,560
+635
59
$1.24M 0.29%
2,590
-100
60
$1.22M 0.28%
4,642
-49
61
$1.19M 0.28%
15,186
+600
62
$1.15M 0.27%
10,710
63
$1.11M 0.26%
5,473
+9
64
$1.09M 0.25%
6,616
+258
65
$1.07M 0.25%
10,075
66
$1.05M 0.24%
4,440
67
$1.02M 0.24%
14,505
68
$1.02M 0.24%
16,909
+375
69
$1M 0.23%
16,861
+173
70
$997K 0.23%
2,730
-200
71
$983K 0.23%
5,981
72
$970K 0.23%
4,065
73
$967K 0.22%
1,715
-25
74
$949K 0.22%
47,991
+1,412
75
$938K 0.22%
5,998
+5
1 2
3
4 5