CA
Cambridge Advisors Portfolio holdings
AUM
$525M
1-Year Est. Return
14.95%
This Fund
S&P 500
1 Year Est. Return
+14.95%
AUM
$525M
AUM Growth
+$13.6M
(+2.7%)
Holding
179
Top Buys
| 1 | +$2.67M | |
| 2 | +$1.62M | |
| 3 | +$1.17M | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$870K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$738K |
Top Sells
| 1 | +$1.48M | |
| 2 | +$1.44M | |
| 3 | +$341K | |
| 4 |
Danaher
DHR
|
+$313K |
| 5 |
Accenture
ACN
|
+$306K |
Sector Composition
| 1 | Technology | 7.55% |
| 2 | Financials | 4.93% |
| 3 | Healthcare | 3.8% |
| 4 | Industrials | 2.17% |
| 5 | Consumer Discretionary | 1.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$101M
| $202K | 0.04% |
+4,775
|
|
||
177
Global X Blockchain ETF
BKCH
$230M
| – | – |
-2,970
|
|
||
178
Carrier Global
CARR
$51.1B
| – | – |
-4,380
|
|
||
179
Clorox
CLX
$14.6B
| – | – |
-1,810
|
|