CFGA
Cambridge Financial Group (Arizona) Portfolio holdings
AUM
$266M
1-Year Return
13.08%
This Quarter Return
-1.06%
1 Year Return
+13.08%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$236M
AUM Growth
+$1.72M
(+0.74%)
Cap. Flow
+$5.94M
Cap. Flow
% of AUM
2.52%
Top 10 Holdings %
Top 10 Hldgs %
47.65%
Holding
138
New
9
Increased
59
Reduced
30
Closed
2
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$3.19M |
| 2 |
iShares Bitcoin Trust
IBIT
|
+$993K |
| 3 |
Vanguard S&P Small-Cap 600 Value ETF
VIOV
|
+$989K |
| 4 |
Qualcomm
QCOM
|
+$696K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$398K |
Top Sells
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$836K |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$761K |
| 3 |
Dimensional US Small Cap Value ETF
DFSV
|
+$691K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$536K |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$484K |
Sector Composition
| 1 | Technology | 3.63% |
| 2 | Financials | 2.91% |
| 3 | Consumer Staples | 1.29% |
| 4 | Healthcare | 1.24% |
| 5 | Consumer Discretionary | 1.15% |
