Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
32
3
2
2
0
0
28
4
2
CAMBRIDGE ADVISORS INC

Time Period2019-03-31

Total Holdings136

Total Value ($x1000)293,659
Activities
New5

Increased16

Unchanged32

Decreased83

Sold Out3

Top 10 Stock Holdingstotal 57.36%
VOO18.42

BND12.24

VEA7.02

IJH4.03

BNDX3.61

 
VCIT3.35

VTI3.35

VWO1.97

MSFT1.69

AMGN1.68

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VOO
18.42%
SHS
BND
12.24%
TOTAL BND MRKT
VEA
7.02%
FTSE DEV MKT ETF
IJH
4.03%
CORE S&P MCP ETF
BNDX
3.61%
INTL BD IDX ETF
VCIT
3.35%
INT-TERM CORP
VTI
3.35%
TOTAL STK MKT
VWO
1.97%
FTSE EMR MKT ETF
MSFT
1.69%
COM
AMGN
1.68%
COM
BRK.B
1.64%
CL B NEW
VB
1.57%
SMALL CP ETF
VNQ
1.51%
REIT ETF
AAPL
1.4%
COM
VIG
1.25%
DIV APP ETF
UNP
1.14%
COM
JNJ
1.03%
COM
ACN
0.93%
SHS CLASS A
WBA
0.88%
COM
INTC
0.85%
COM
DHR
0.85%
COM
LOW
0.84%
COM
CERN
0.77%
COM
SCHG
0.73%
US LCAP GR ETF
LQD
0.62%
IBOXX INV CP ETF
IJR
0.62%
CORE S&P SCP ETF
CSCO
0.6%
COM
CAT
0.6%
COM
ADP
0.56%
COM
NVS
0.55%
SPONSORED ADR
MDY
0.55%
UTSER1 S&PDCRP
GLW
0.55%
COM
SCHB
0.54%
US BRD MKT ETF
ORCL
0.53%
COM
T
0.53%
COM
WFC
0.53%
COM
SCHD
0.51%
US DIVIDEND EQ
MRK
0.49%
COM
UNH
0.45%
COM
PEP
0.45%
COM
SCHF
0.44%
INTL EQTY ETF
IWF
0.43%
RUS 1000 GRW ETF
DIA
0.43%
UT SER 1
NXPI
0.42%
COM
IWM
0.38%
RUSSELL 2000 ETF
SPY
0.37%
TR UNIT
NKE
0.36%
CL B
UTX
0.36%
COM
CVX
0.35%
COM
PG
0.34%
COM
FB
0.34%
CL A
FNDA
0.33%
SCHWAB FDT US SC
JPM
0.32%
COM
ABBV
0.32%
COM
SCHA
0.32%
US SML CAP ETF
AGG
0.32%
CORE TOTUSBD ETF
IEF
0.31%
7-10 Y TR BD ETF
V
0.31%
COM CL A
SCHH
0.31%
US REIT ETF
BA
0.31%
COM
ABT
0.3%
COM
ITW
0.3%
COM
IBM
0.29%
COM
MDT
0.29%
SHS
EFA
0.28%
MSCI EAFE ETF
RSP
0.28%
S&P500 EQL WGT
SCHM
0.27%
US MID-CAP ETF
ROP
0.27%
COM
SCHO
0.26%
SHT TM US TRES
VXUS
0.26%
VG TL INTL STK F
BDX
0.25%
COM
QQQ
0.25%
UNIT SER 1
KRE
0.24%
S&P REGL BKG
VCSH
0.24%
SHRT TRM CORP BD
XOM
0.24%
COM
FNDX
0.24%
SCHWAB FDT US LG
PFE
0.23%
COM
FTV
0.22%
COM
SBUX
0.21%
COM
QCOM
0.21%
COM
ARKG
0.2%
GEN REV MLTSCT
SLB
0.2%
COM
SDY
0.2%
S&P DIVID ETF
GOOGL
0.19%
CAP STK CL A
IJJ
0.19%
S&P MC 400VL ETF
GILD
0.19%
COM
KO
0.18%
COM
TGT
0.17%
COM
MMM
0.17%
COM
VDE
0.17%
ENERGY ETF
BLK
0.17%
COM
VZ
0.15%
COM
USB
0.14%
COM NEW
VMBS
0.14%
MORTG-BACK SEC
SIRI
0.14%
COM
EMLP
0.14%
NO AMER ENERGY
BOND
0.13%
TOTL RETN ETF
ORLY
0.13%
COM
SCHP
0.13%
US TIPS ETF
LUV
0.13%
COM
DVY
0.13%
SELECT DIVID ETF
GSIE
0.13%
ACTIVEBETA INT
GEM
0.13%
ACTIVEBETA EME
GLD
0.12%
GOLD SHS
KMB
0.12%
COM
IVV
0.12%
CORE S&P500 ETF
IBND
0.12%
BRCLY INTL CRP
EME
0.11%
COM
CLX
0.11%
COM
FDX
0.11%
COM
PYPL
0.11%
COM
AXP
0.1%
COM
COP
0.1%
COM
CRL
0.1%
COM
JNK
0.09%
BRC HGH YLD BD
ISRG
0.09%
COM NEW
GOOG
0.09%
CAP STK CL C
GRMN
0.09%
SHS
OLED
0.09%
COM
ADBE
0.09%
COM
MCD
0.09%
COM
ITB
0.08%
US HOME CONS ETF
SYY
0.08%
COM
BHC
0.08%
COM
FDN
0.08%
DJ INTERNT IDX
PHB
0.08%
FNDMNTL HY CRP
AMZN
0.07%
COM
DE
0.07%
COM
SCHX
0.07%
US LRG CAP ETF
BWA
0.07%
COM
IAU
0.06%
ISHARES
MAT
0.05%
COM
GE
0.04%
COM
MDRX
0.04%
COM
EFOI
0.02%
COM NEW
FTEK
0.01%
COM
CHRW
0.08%
COM NEW
P
0.04%
COM
CHK
0.01%
COM