Cambiar Opportunity Portfolio

Scorecard
2 / 5 Stars
Lipper
2 1 2 2 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D+ (Sell)

Fund Holdings

The fund sports an overweight to the energy sector.

Asset Allocation

% Long % Net
Cash 2.46 2.46
Stocks 92.23 92.23
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 5.31 5.31
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

Ticker YTD Return % % Net Assets
Abbott Laboratories ABT 3.18 3.75
Merck & Co Inc MRK 12.73 3.71
EMC Corporation EMC 4.41 3.6
Ford Motor Co F -0.68 3.5
Valero Energy Corporation VLO -3.57 3.48
Symantec Corp SYMC -8.65 3.45
Anadarko Petroleum Corp APC 6.4 3.4
Target Corp TGT -1.39 3.23
Amdocs Ltd. DOX 7.3 2.95
Honeywell International, Inc. HON 2.92 2.83

See Also:

Top Cambiar Funds Funds