CA
Cambridge Advisors Portfolio holdings
AUM
$478M
This Quarter Return
-10.11%
1 Year Return
+11.93%
3 Year Return
+43.34%
5 Year Return
+63.93%
10 Year Return
+132.4%
AUM
$269M
AUM Growth
+$269M
(-9.2%)
Cap. Flow
+$3.88M
Cap. Flow
% of AUM
1.44%
Top 10 Holdings %
Top 10 Hldgs %
57.15%
Holding
143
New
1
Increased
48
Reduced
41
Closed
9
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.89M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.41M |
| 3 |
Nike
NKE
|
$917K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$822K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$506K |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$1.32M |
| 2 |
Baidu
BIDU
|
$346K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$320K |
| 4 |
Bausch Health
BHC
|
$252K |
| 5 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$237K |
Sector Composition
| 1 | Technology | 8.46% |
| 2 | Healthcare | 8.42% |
| 3 | Financials | 3.6% |
| 4 | Industrials | 3.34% |
| 5 | Consumer Discretionary | 1.74% |
