CFGA

Cambridge Financial Group (Arizona) Portfolio holdings

AUM $311M
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$14.3M
3
+$11.1M
4
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$10.5M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$9.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.12%
2 Healthcare 1.71%
3 Consumer Discretionary 1.16%
4 Financials 1.09%
5 Energy 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 0.98%
+36,301
27
$1.63M 0.85%
+60,213
28
$1.55M 0.81%
+26,515
29
$1.54M 0.8%
+23,716
30
$1.51M 0.79%
+3,691
31
$1.48M 0.77%
+41,868
32
$1.45M 0.76%
+58,426
33
$1.35M 0.7%
+4,449
34
$1.32M 0.69%
+52,698
35
$1.32M 0.69%
+2,778
36
$1.28M 0.67%
+3,403
37
$1.24M 0.65%
+4,739
38
$1.15M 0.6%
+6,165
39
$1.15M 0.6%
+12,973
40
$1.08M 0.56%
+38,874
41
$1.07M 0.56%
+10,445
42
$1.07M 0.56%
+14,639
43
$1.05M 0.55%
+6,929
44
$1.05M 0.55%
+27,515
45
$1.03M 0.54%
+13,613
46
$978K 0.51%
+5,920
47
$934K 0.49%
+8,363
48
$864K 0.45%
+5,514
49
$849K 0.44%
+7,443
50
$838K 0.44%
+14,454
1
2
3 4 5