CA
Cambridge Advisors Portfolio holdings
AUM
$478M
This Quarter Return
+3.55%
1 Year Return
+11.93%
3 Year Return
+43.34%
5 Year Return
+63.93%
10 Year Return
+132.4%
AUM
$260M
AUM Growth
+$260M
(+5.1%)
Cap. Flow
+$4.34M
Cap. Flow
% of AUM
1.67%
Top 10 Holdings %
Top 10 Hldgs %
55.83%
Holding
141
New
7
Increased
38
Reduced
46
Closed
3
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$353K |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$310K |
| 3 |
iShares MSCI Brazil ETF
EWZ
|
$287K |
| 4 |
Intuitive Surgical
ISRG
|
$255K |
| 5 |
CERN
Cerner Corp
CERN
|
$178K |
Sector Composition
| 1 | Healthcare | 8.33% |
| 2 | Technology | 7.27% |
| 3 | Industrials | 3.85% |
| 4 | Financials | 3.45% |
| 5 | Consumer Discretionary | 1.98% |
