CA
Cambridge Advisors Portfolio holdings
AUM
$478M
This Quarter Return
+4.73%
1 Year Return
+11.93%
3 Year Return
+43.34%
5 Year Return
+63.93%
10 Year Return
+132.4%
AUM
$277M
AUM Growth
+$277M
(+6.5%)
Cap. Flow
+$5.29M
Cap. Flow
% of AUM
1.91%
Top 10 Holdings %
Top 10 Hldgs %
55.54%
Holding
145
New
7
Increased
45
Reduced
52
Closed
3
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$3.32M |
| 2 |
NXP Semiconductors
NXPI
|
$1.1M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$1.06M |
| 4 |
Oracle
ORCL
|
$898K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$856K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$1.35M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$481K |
| 3 |
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
|
$401K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$253K |
| 5 |
Sysco
SYY
|
$223K |
Sector Composition
| 1 | Technology | 8.22% |
| 2 | Healthcare | 7.65% |
| 3 | Industrials | 3.95% |
| 4 | Financials | 3.57% |
| 5 | Consumer Discretionary | 1.98% |
