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
$188M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$6.56M
3
+$6.09M
4
LOW icon
Lowe's Companies
LOW
+$5.43M
5
ABBV icon
AbbVie
ABBV
+$52.3K

Top Sells

1
+$6.39M
2
+$6.17M
3
+$6.17M
4
INTC icon
Intel
INTC
+$6.02M
5
AVGO icon
Broadcom
AVGO
+$2.82M

Sector Composition

1 Healthcare 24.75%
2 Industrials 19.26%
3 Consumer Staples 15.64%
4 Technology 10.56%
5 Consumer Discretionary 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.5M 2.93%
152,259
-3,773
27
$5.43M 2.89%
+81,119
28
$5.41M 2.88%
77,061
-4,553
29
$5.03M 2.68%
212,745
-10,794
30
$5.02M 2.67%
127,169
-8,995
31
– –
-273,710
32
– –
-192,449
33
– –
-56,980
34
– –
-188,831
1
2