CA
Cambridge Advisors Portfolio holdings
AUM
$478M
This Quarter Return
+9.16%
1 Year Return
+11.93%
3 Year Return
+43.34%
5 Year Return
+63.93%
10 Year Return
+132.4%
AUM
$398M
AUM Growth
+$398M
(+6.9%)
Cap. Flow
-$6.94M
Cap. Flow
% of AUM
-1.74%
Top 10 Holdings %
Top 10 Hldgs %
53.09%
Holding
172
New
8
Increased
37
Reduced
68
Closed
7
Top Buys
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$2.8M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.43M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.17M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$1.08M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.06M |
Sector Composition
| 1 | Technology | 7.93% |
| 2 | Healthcare | 5.13% |
| 3 | Industrials | 2.78% |
| 4 | Financials | 2.59% |
| 5 | Consumer Discretionary | 1.37% |
