CA

Cambridge Advisors Portfolio holdings

AUM $512M
1-Year Est. Return 12.01%
This Quarter Est. Return
1 Year Est. Return
+12.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$410M
AUM Growth
-$3.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$987K
2 +$929K
3 +$587K
4
FDX icon
FedEx
FDX
+$517K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$395K

Sector Composition

1 Technology 8.73%
2 Healthcare 5.88%
3 Industrials 2.63%
4 Financials 2.54%
5 Consumer Discretionary 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$202K 0.05%
+6,651
177
$157K 0.04%
11,750
178
$26K 0.01%
15,050
179
-935