CA
Cambridge Advisors Portfolio holdings
AUM $457M
AUM
$457M
AUM Growth
+$8.55M (+2%)
Cap. Flow
+$15.2M
Cap. Flow % of AUM
3.33%
Top 10 Holdings %Top 10 Hldgs %
51.38%
Holding
178
New
10
Increased
42
Reduced
63
Closed
3
Top Buys
| 1 | $12M | |
| 2 | $549K | |
| 3 | $544K | |
| 4 | $422K | |
| 5 | $405K |
Top Sells
| 1 | $209K | |
| 2 | $115K | |
| 3 | $113K | |
| 4 | $112K | |
| 5 | $100K |
Sector Composition
| 1 | Technology | 7.36% |
| 2 | Financials | 5.97% |
| 3 | Healthcare | 4.26% |
| 4 | Industrials | 2.3% |
| 5 | Consumer Discretionary | 1.33% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -1,200 | Closed | – | |||
| $0 | 0% | 0 -5,023 | Closed | – | |||
| $0 | 0% | 0 -2,230 | Closed | – |
