CA

Cambridge Advisors Portfolio holdings

AUM $525M
1-Year Est. Return 14.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.95%
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
+$5.32B
2
+$10M
3
+$3.87M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.98M
5
KMB icon
Kimberly-Clark
KMB
+$2.79M

Top Sells

1
+$4.71M
2
+$3.19M
3
+$2.02M
4
MSFT icon
Microsoft
MSFT
+$1.86M
5
PG icon
Procter & Gamble
PG
+$1.22M

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
76
$428K 0.25%
3,762
-150
77
$420K 0.24%
7,380
+1,952
78
$410K 0.24%
3,472
-4,924
79
$409K 0.24%
2,725
-21,652
80
$398K 0.23%
3,379
81
$397K 0.23%
2,862
-200
82
$395K 0.23%
8,910
-533
83
$395K 0.23%
18,670
-900
84
$389K 0.23%
5,948
-1,146
85
$389K 0.23%
46,278
86
$383K 0.22%
8,084
87
$367K 0.21%
10,929
+4,409
88
$364K 0.21%
6,555
-2,445
89
$360K 0.21%
12,300
90
$350K 0.2%
3,110
-42,832
91
$348K 0.2%
3,154
92
$344K 0.2%
3,126
+300
93
$340K 0.2%
11,945
94
$330K 0.19%
12,905
+7,055
95
$323K 0.19%
10,400
96
$310K 0.18%
7,960
97
$307K 0.18%
21,315
+2,436
98
$303K 0.18%
9,780
-10,628
99
$300K 0.17%
2,679
-39,695
100
$298K 0.17%
2,524
-13,481
1 2 3
4
5