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CFGA
Cambridge Financial Group (Arizona) Portfolio holdings
AUM
$295M
1-Year Est. Return
22.53%
This Fund
S&P 500
1 Year Est. Return
+22.53%
AUM
$295M
AUM Growth
+$7.71M
(+2.7%)
Holding
181
Top Buys
| 1 | +$3.17M | |
| 2 | +$2.44M | |
| 3 | +$2.21M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.62M |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$627K |
Top Sells
| 1 | +$2.87M | |
| 2 | +$2.51M | |
| 3 | +$2.43M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$2.36M |
| 5 |
Vanguard International High Dividend Yield ETF
VYMI
|
+$2.23M |
Sector Composition
| 1 | Technology | 3.6% |
| 2 | Financials | 2.98% |
| 3 | Consumer Staples | 1.17% |
| 4 | Industrials | 1.16% |
| 5 | Healthcare | 1.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
United Rentals
URI
$66.8B
| – | – |
-302
|
|
||
177
Vanguard Consumer Staples ETF
VDC
$8.04B
| – | – |
-1,759
|
|
||
178
Vanguard FTSE Developed Markets ETF
VEA
$229B
| – | – |
-3,757
|
|
||
179
Vanguard Real Estate ETF
VNQ
$38B
| – | – |
-6,622
|
|
||
180
Vanguard Growth ETF
VUG
$220B
| – | – |
-4,122
|
|
||
181
iShares Core US Aggregate Bond ETF
AGG
$137B
| – | – |
-2,110
|
|