CFG

Cambridge Financial Group Portfolio holdings

AUM $262M
1-Year Est. Return 24.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.81M
3
+$2.69M
4
LOW icon
Lowe's Companies
LOW
+$2.5M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.46M

Top Sells

1
+$3.75M
2
+$3.43M
3
+$2.96M
4
MSFT icon
Microsoft
MSFT
+$2.83M
5
ANSS
Ansys
ANSS
+$1.94M

Sector Composition

1 Technology 25.36%
2 Consumer Discretionary 15.95%
3 Healthcare 14.29%
4 Consumer Staples 13.84%
5 Financials 13.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.18M 2.72%
17,224
-1,645
27
$5.08M 2.67%
108,112
-3,145
28
$4.91M 2.58%
188,974
+104,375
29
$4.33M 2.28%
120,626
+23,950
30
$4.09M 2.15%
342,839
+187,390
31
$2.33M 1.23%
6,972
+4,402
32
$7.03K ﹤0.01%
65
-240
1
2