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
$198M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$9.16M

Top Sells

1
+$3.69M
2
+$2.8M
3
+$2.65M
4
KR icon
Kroger
KR
+$2.5M
5
WMB icon
Williams Companies
WMB
+$2.38M

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
$4.57M 2.31%
61,515
-19,250
27
$4.54M 2.29%
44,415
-14,445
28
$4.38M 2.21%
19,250
-7,230
29
$3.91M 1.97%
39,588
-10,323
30
$3.69M 1.86%
54,910
-17,935
31
$1.77M 0.89%
3,346
-1,859
32
$528K 0.27%
855
-55
33
$29.1K 0.01%
160
1
2