CA
Cambridge Advisors Portfolio holdings
AUM
$478M
This Quarter Return
+6.54%
1 Year Return
+11.93%
3 Year Return
+43.34%
5 Year Return
+63.93%
10 Year Return
+132.4%
AUM
$328M
AUM Growth
+$328M
(+8.1%)
Cap. Flow
+$8.56M
Cap. Flow
% of AUM
2.61%
Top 10 Holdings %
Top 10 Hldgs %
57.07%
Holding
149
New
18
Increased
38
Reduced
65
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$6.16M |
| 2 |
Amgen
AMGN
|
$6.08M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$5.04M |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
$2.08M |
| 5 |
Vanguard Total Bond Market
BND
|
$1.69M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$1.46M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$355K |
| 3 |
UnitedHealth
UNH
|
$312K |
| 4 |
Intel
INTC
|
$193K |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
$189K |
Sector Composition
| 1 | Technology | 8.44% |
| 2 | Healthcare | 6.87% |
| 3 | Financials | 3.2% |
| 4 | Industrials | 3.13% |
| 5 | Consumer Discretionary | 1.7% |
