CFG
Cambridge Financial Group Portfolio holdings
AUM
$258M
1-Year Est. Return
24.51%
1 Year Est. Return
+24.51%
AUM
$198M
AUM Growth
-$32M
(-14%)
Holding
33
Top Sells
| 1 | +$3.84M | |
| 2 | +$3.17M | |
| 3 | +$3.11M | |
| 4 |
Broadcom
AVGO
|
+$2.83M |
| 5 |
NVIDIA
NVDA
|
+$2.8M |
Sector Composition
| 1 | Financials | 23.41% |
| 2 | Technology | 20.81% |
| 3 | Industrials | 12.99% |
| 4 | Healthcare | 11.5% |
| 5 | Energy | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
PayPal
PYPL
$58.8B
| $4.57M | 2.31% |
61,515
-19,250
|
|
||
27
Arista Networks
ANET
$165B
| $4.54M | 2.29% |
44,415
-14,445
|
|
||
28
FedEx
FDX
$63.1B
| $4.38M | 2.21% |
19,250
-7,230
|
|
||
29
Target
TGT
$40.9B
| $3.91M | 1.97% |
39,588
-10,323
|
|
||
30
Best Buy
BBY
$15.9B
| $3.69M | 1.86% |
54,910
-17,935
|
|
||
31
GE Vernova
GEV
$157B
| $1.77M | 0.89% |
3,346
-1,859
|
|
||
32
SPDR S&P 500 ETF Trust
SPY
$667B
| $528K | 0.27% |
855
-55
|
|
||
33
Invesco S&P 500 Equal Weight ETF
RSP
$73.7B
| $29.1K | 0.01% |
160
|
|