CA
Cambridge Advisors Portfolio holdings
AUM
$512M
1-Year Est. Return
12.01%
1 Year Est. Return
+12.01%
AUM
$478M
AUM Growth
+$21.9M
(+4.8%)
Holding
176
Top Buys
| 1 | +$2.28M | |
| 2 | +$2.08M | |
| 3 | +$1.18M | |
| 4 |
First Trust RBA American Industrial Renaissance ETF
AIRR
|
+$567K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$536K |
Top Sells
| 1 | +$1.8M | |
| 2 | +$1.24M | |
| 3 | +$740K | |
| 4 |
Caterpillar
CAT
|
+$652K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$619K |
Sector Composition
| 1 | Technology | 7.79% |
| 2 | Financials | 5.29% |
| 3 | Healthcare | 3.61% |
| 4 | Industrials | 2.18% |
| 5 | Consumer Discretionary | 1.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares MSCI USA Quality Factor ETF
QUAL
$48.3B
| – | – |
-1,506
|
|