CA
Cambridge Advisors Portfolio holdings
AUM
$478M
This Quarter Return
+4.49%
1 Year Return
+11.93%
3 Year Return
+43.34%
5 Year Return
+63.93%
10 Year Return
+132.4%
AUM
$391M
AUM Growth
+$391M
(+5.3%)
Cap. Flow
+$4.68M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
55%
Holding
168
New
9
Increased
54
Reduced
50
Closed
4
Top Buys
Top Sells
| 1 |
FT Vest US Equity Deep Buffer ETF February
DFEB
|
$1.39M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$801K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$781K |
| 4 |
Vanguard Small-Cap ETF
VB
|
$482K |
| 5 |
Microsoft
MSFT
|
$459K |
Sector Composition
| 1 | Technology | 8.64% |
| 2 | Healthcare | 6.22% |
| 3 | Industrials | 3.03% |
| 4 | Financials | 2.54% |
| 5 | Consumer Discretionary | 2.06% |
