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
+$3.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$733K
2 +$594K
3 +$204K
4
COR icon
Cencora
COR
+$178K
5
JWN
Nordstrom
JWN
+$158K

Top Sells

1 +$915K
2 +$706K
3 +$592K
4
FI icon
Fiserv
FI
+$382K
5
AVGO icon
Broadcom
AVGO
+$285K

Sector Composition

1 Technology 25.49%
2 Financials 17.81%
3 Healthcare 15.71%
4 Consumer Staples 12.62%
5 Consumer Discretionary 12.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.51M 2.93%
117,027
+1,415
27
$5.46M 2.91%
64,787
+540
28
$5.09M 2.71%
93,187
+10,874
29
$4.79M 2.55%
220,530
+33,775
30
$3.96M 2.11%
124,255
+4,960
31
$84.1K 0.04%
780