CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
This Quarter Return
+9.76%
1 Year Return
+12.74%
3 Year Return
+44.87%
5 Year Return
+73.05%
10 Year Return
+130.19%
AUM
$676M
AUM Growth
+$74M
(+12%)
Cap. Flow
+$17M
Cap. Flow
% of AUM
2.52%
Top 10 Holdings %
Top 10 Hldgs %
35.28%
Holding
250
New
9
Increased
106
Reduced
110
Closed
11
Top Buys
| 1 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$2.63M |
| 2 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$2.16M |
| 3 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$1.92M |
| 4 |
SPDR Portfolio High Yield Bond ETF
SPHY
|
$1.8M |
| 5 |
Vanguard Growth ETF
VUG
|
$1.69M |
Top Sells
| 1 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
$1.79M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$853K |
| 3 |
PIMCO Corporate & Income Opportunity Fund
PTY
|
$729K |
| 4 |
Amplify Cybersecurity ETF
HACK
|
$575K |
| 5 |
Exxon Mobil
XOM
|
$483K |
Sector Composition
| 1 | Technology | 3.66% |
| 2 | Financials | 2.99% |
| 3 | Industrials | 1.57% |
| 4 | Consumer Discretionary | 0.96% |
| 5 | Healthcare | 0.87% |
