CFGA
Cambridge Financial Group (Arizona) Portfolio holdings
AUM
$288M
1-Year Est. Return
19.46%
1 Year Est. Return
+19.46%
AUM
$288M
AUM Growth
-$23M
(-7.4%)
Holding
176
Top Buys
| 1 | +$1.33M | |
| 2 | +$819K | |
| 3 | +$791K | |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$759K |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$693K |
Top Sells
| 1 | +$1.78M | |
| 2 | +$1.51M | |
| 3 | +$1.36M | |
| 4 |
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
+$1.01M |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$908K |
Sector Composition
| 1 | Technology | 3.83% |
| 2 | Financials | 1.91% |
| 3 | Consumer Staples | 1.2% |
| 4 | Consumer Discretionary | 1.1% |
| 5 | Healthcare | 0.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Phillips 66
PSX
$57B
| – | – |
-1,471
|
|