CFG

Cambridge Financial Group Portfolio holdings

AUM $198M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M

Top Sells

1
+$3.84M
2
+$3.17M
3
+$3.11M
4
AVGO icon
Broadcom
AVGO
+$2.83M
5
NVDA icon
NVIDIA
NVDA
+$2.8M

Sector Composition

1 Financials 23.41%
2 Technology 20.81%
3 Industrials 12.99%
4 Healthcare 11.5%
5 Energy 11.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PYPL icon
26
PayPal
PYPL
$64.8B
$4.57M 2.31%
61,515
-19,250
ANET icon
27
Arista Networks
ANET
$198B
$4.54M 2.29%
44,415
-14,445
FDX icon
28
FedEx
FDX
$59.9B
$4.38M 2.21%
19,250
-7,230
TGT icon
29
Target
TGT
$42.1B
$3.91M 1.97%
39,588
-10,323
BBY icon
30
Best Buy
BBY
$17.3B
$3.69M 1.86%
54,910
-17,935
GEV icon
31
GE Vernova
GEV
$159B
$1.77M 0.89%
3,346
-1,859
SPY icon
32
SPDR S&P 500 ETF Trust
SPY
$677B
$528K 0.27%
855
-55
RSP icon
33
Invesco S&P 500 Equal Weight ETF
RSP
$73.9B
$29.1K 0.01%
160
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