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CFG

Cambridge Financial Group Portfolio holdings

AUM $267M
1-Year Est. Return 31.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$3.4M
3
+$3.23M
4
COR icon
Cencora
COR
+$2.76M
5
ANET icon
Arista Networks
ANET
+$2.2M

Top Sells

1
+$8.34M
2
+$5.37M
3
+$289K

Sector Composition

1 Technology 22.62%
2 Financials 18.52%
3 Industrials 16.28%
4 Energy 12.1%
5 Healthcare 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.1M 5.47%
42,749
+4,820
2
$11.5M 4.46%
36,808
+9,387
3
$10.1M 3.93%
53,665
+10,382
4
$9.88M 3.83%
68,366
+13,120
5
$9.57M 3.71%
51,265
+8,990
6
$9.4M 3.64%
18,147
+3,407
7
$9.36M 3.63%
181,481
+32,780
8
$9.25M 3.59%
91,135
+21,500
9
$9.07M 3.52%
53,285
+13,865
10
$9.03M 3.5%
35,467
+7,533
11
$8.97M 3.48%
61,535
+17,120
12
$8.79M 3.41%
15,454
+3,219
13
$8.76M 3.39%
129,883
+28,550
14
$8.74M 3.39%
37,728
+10,431
15
$8.58M 3.33%
54,691
-1,874
16
$8.53M 3.31%
134,613
+30,077
17
$8.26M 3.2%
27,445
+965
18
$8.14M 3.16%
98,862
+22,804
19
$8.13M 3.15%
26,758
+6,127
20
$7.84M 3.04%
20,938
+4,408
21
$7.56M 2.93%
99,925
+45,015
22
$7.34M 2.84%
103,253
+26,160
23
$7.27M 2.82%
39,562
+8,180
24
$7.25M 2.81%
29,340
-33,820
25
$6.96M 2.7%
+32,250
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