CFG

Cambridge Financial Group Portfolio holdings

AUM $258M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$608K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$6.31M
3
+$5.69M
4
TGT icon
Target
TGT
+$649K
5
WMT icon
Walmart Inc
WMT
+$135K

Top Sells

1
+$6.29M
2
+$5.93M
3
+$5.6M
4
CAH icon
Cardinal Health
CAH
+$933K
5
LNC icon
Lincoln National
LNC
+$931K

Sector Composition

1 Healthcare 24.52%
2 Industrials 23.08%
3 Financials 14.29%
4 Consumer Staples 12.11%
5 Energy 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.75M 2.92%
43,353
-41
27
$5.72M 2.91%
224,463
+5,310
28
$5.69M 2.89%
+94,460
29
$5.66M 2.88%
93,556
+10,725
30
$5.57M 2.83%
142,031
-1,798
31
– –
-362,609
32
– –
-130,869
33
– –
-151,354
1
2