CA
Cambridge Advisors Portfolio holdings
AUM
$515M
1-Year Est. Return
14.26%
This Fund
S&P 500
1 Year Est. Return
+14.26%
AUM
$515M
AUM Growth
-$10M
(-1.9%)
Holding
182
Top Buys
| 1 | +$2.13M | |
| 2 | +$457K | |
| 3 | +$445K | |
| 4 |
Simplify Health Care ETF
PINK
|
+$317K |
| 5 |
Strategas Macro Thematic Opportunities ETF
SAMT
|
+$297K |
Top Sells
| 1 | +$1.61M | |
| 2 | +$368K | |
| 3 | +$367K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$324K |
| 5 |
Target
TGT
|
+$287K |
Sector Composition
| 1 | Technology | 6.86% |
| 2 | Financials | 4.59% |
| 3 | Healthcare | 3.9% |
| 4 | Industrials | 2.43% |
| 5 | Consumer Discretionary | 1.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.46B
| $203K | 0.04% |
+4,700
|
|
||
177
Innovator Growth-100 Power Buffer ETF January
NJAN
$369M
| $202K | 0.04% |
3,781
|
|
||
178
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.12B
| $201K | 0.04% |
+1,784
|
|
||
179
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$123M
| – | – |
-4,775
|
|
||
|
180
Target
TGT
$57.9B
| – | – |
-2,935
|
|
||
181
FT Vest Growth-100 Buffer ETF June
QJUN
$625M
| – | – |
-6,379
|
|
||
182
Blackstone
BX
$100B
| – | – |
-1,500
|
|