CA
Cambridge Advisors Portfolio holdings
AUM
$478M
This Quarter Return
+1.7%
1 Year Return
+11.93%
3 Year Return
+43.34%
5 Year Return
+63.93%
10 Year Return
+132.4%
AUM
$283M
AUM Growth
+$283M
(+1.4%)
Cap. Flow
+$116K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
54.95%
Holding
152
New
4
Increased
39
Reduced
45
Closed
8
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$1.34M |
| 2 |
NXP Semiconductors
NXPI
|
$728K |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$384K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$293K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$280K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$574K |
| 2 |
ABB
ABB Ltd.
ABB
|
$299K |
| 3 |
MON
Monsanto Co
MON
|
$289K |
| 4 |
Johnson Controls International
JCI
|
$221K |
| 5 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$215K |
Sector Composition
| 1 | Technology | 8.8% |
| 2 | Healthcare | 7.75% |
| 3 | Financials | 3.57% |
| 4 | Industrials | 3.55% |
| 5 | Consumer Discretionary | 2.22% |