We are live on
!
Find out more
CFG
Cambridge Financial Group Portfolio holdings
AUM
$267M
1-Year Est. Return
31.62%
This Fund
S&P 500
1 Year Est. Return
+31.62%
AUM
$267M
AUM Growth
+$5.59M
(+2.1%)
Holding
34
Top Sells
| 1 | +$4.75M | |
| 2 | +$2.57M | |
| 3 | +$1.12M | |
| 4 |
Citigroup
C
|
+$676K |
| 5 |
TJX Companies
TJX
|
+$610K |
Sector Composition
| 1 | Technology | 19.19% |
| 2 | Industrials | 19.16% |
| 3 | Energy | 15.97% |
| 4 | Financials | 14.81% |
| 5 | Healthcare | 11.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
GE Aerospace
GE
$379B
| $6.84M | 2.56% |
24,115
-720
|
|
||
27
Microsoft
MSFT
$2.8T
| $6.82M | 2.55% |
18,432
+243
|
|
||
28
Southwest Airlines
LUV
$23.5B
| $6.62M | 2.47% |
+176,080
|
|
||
29
Best Buy
BBY
$15.5B
| $6.58M | 2.46% |
102,495
+10,105
|
|
||
30
Boeing
BA
$177B
| $6.45M | 2.41% |
32,410
+1,635
|
|
||
31
GE Vernova
GEV
$296B
| $2.76M | 1.03% |
3,162
-143
|
|
||
32
State Street SPDR S&P 500 ETF Trust
SPY
$788B
| $182K | 0.07% |
280
-3,785
|
|
||
33
Invesco S&P 500 Equal Weight ETF
RSP
$91.4B
| $30.7K | 0.01% |
160
|
|
||
34
Oracle
ORCL
$519B
| – | – |
-24,375
|
|