CA

Cambridge Advisors Portfolio holdings

AUM $512M
1-Year Est. Return 12.01%
This Quarter Est. Return
1 Year Est. Return
+12.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.4M
2 +$688K
3 +$524K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$374K
5
UPS icon
United Parcel Service
UPS
+$352K

Top Sells

1 +$818K
2 +$607K
3 +$584K
4
BND icon
Vanguard Total Bond Market
BND
+$504K
5
SLB icon
SLB Ltd
SLB
+$485K

Sector Composition

1 Technology 8.21%
2 Healthcare 7.14%
3 Industrials 2.9%
4 Financials 2.81%
5 Consumer Discretionary 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-10,557
152
-3,550