CA
Cambridge Advisors Portfolio holdings
AUM
$478M
This Quarter Return
+3.04%
1 Year Return
+11.93%
3 Year Return
+43.34%
5 Year Return
+63.93%
10 Year Return
+132.4%
AUM
$303M
AUM Growth
+$303M
(+3.2%)
Cap. Flow
+$527K
Cap. Flow
% of AUM
0.17%
Top 10 Holdings %
Top 10 Hldgs %
58.78%
Holding
141
New
5
Increased
29
Reduced
69
Closed
4
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$3.19M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$915K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$667K |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$563K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$532K |
Top Sells
| 1 |
Oracle
ORCL
|
$1.08M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$789K |
| 3 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$591K |
| 4 |
Johnson & Johnson
JNJ
|
$384K |
| 5 |
NXP Semiconductors
NXPI
|
$348K |
Sector Composition
| 1 | Technology | 8.1% |
| 2 | Healthcare | 6.84% |
| 3 | Financials | 3.24% |
| 4 | Industrials | 3.19% |
| 5 | Consumer Discretionary | 1.69% |
