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
$172M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.87M
3
+$3.47M
4
IBM icon
IBM
IBM
+$1.97M
5
KMB icon
Kimberly-Clark
KMB
+$1.88M

Top Sells

1
+$887M
2
+$6.62M
3
+$4.82M
4
JCI icon
Johnson Controls International
JCI
+$4.45M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.25M

Sector Composition

1 Healthcare 12.55%
2 Technology 9.07%
3 Industrials 5.72%
4 Financials 4.85%
5 Consumer Staples 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27M 15.69%
142,825
+20,430
2
$10.5M 6.11%
126,119
+19,712
3
$9.88M 5.74%
247,973
+32,505
4
$6.19M 3.6%
40,743
+30,483
5
$4.28M 2.49%
39,909
6
$4.18M 2.43%
49,373
-264
7
$3.48M 2.02%
24,088
+24,079
8
$3.42M 1.99%
46,705
-2,700
9
$3.39M 1.97%
82,952
+12,345
10
$3.32M 1.93%
20,760
-27
11
$3.11M 1.81%
25,397
+3,155
12
$2.9M 1.68%
36,008
+64
13
$2.55M 1.48%
23,536
14
$2.48M 1.44%
45,940
+6,355
15
$2.46M 1.43%
24,476
+18,299
16
$2.44M 1.42%
78,452
+120
17
$2.22M 1.29%
43,927
+19,503
18
$2.21M 1.28%
73,862
+65,902
19
$2.21M 1.28%
23,540
-425
20
$2.18M 1.27%
38,178
-595
21
$2.09M 1.21%
28,098
+25,293
22
$2.03M 1.18%
24,710
-467
23
$2.02M 1.18%
18,284
+446
24
$2M 1.16%
20,324
+17,114
25
$1.96M 1.14%
9
-4,081
1
2 3 4 5