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
101
$289K 0.17%
7,121
-4,497
102
$286K 0.17%
3,660
-150
103
$286K 0.17%
11,758
-46
104
$282K 0.16%
5,938
+4,138
105
$278K 0.16%
10,494
+54
106
$273K 0.16%
13,488
-1,518
107
$266K 0.15%
2,319
-14,813
108
$229K 0.13%
1,531
-8,240
109
$226K 0.13%
5,920
-2,300
110
$214K 0.12%
7,800
111
$210K 0.12%
5,553
-630
112
$208K 0.12%
4,800
+2,095
113
$202K 0.12%
4,318
-5,482
114
$197K 0.11%
12,075
-450
115
$196K 0.11%
13,339
+13
116
$171K 0.1%
14,325
117
$149K 0.09%
6,500
118
$84K 0.05%
1,456
+42
119
$68K 0.04%
21,569
+14,528
120
$9K 0.01%
153,000
+81,305
121
– –
-2,610
1 2 3 4
5