CA

Cambridge Advisors Portfolio holdings

AUM $525M
1-Year Est. Return 14.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.95%
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 +$1.43M
2 +$829K
3 +$531K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$483K
5
BA icon
Boeing
BA
+$448K

Top Sells

1 +$854K
2 +$616K
3 +$584K
4
BND icon
Vanguard Total Bond Market
BND
+$502K
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
-3,550
152
-62,578