CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
1-Year Return
12.74%
This Quarter Return
-1.27%
1 Year Return
+12.74%
3 Year Return
+44.87%
5 Year Return
+73.05%
10 Year Return
+130.19%
AUM
$736M
AUM Growth
-$2.01M
(-0.27%)
Cap. Flow
+$11.3M
Cap. Flow
% of AUM
1.53%
Top 10 Holdings %
Top 10 Hldgs %
40.29%
Holding
270
New
8
Increased
127
Reduced
97
Closed
4
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$15.7M |
| 2 |
Vanguard Total Bond Market
BND
|
$3.94M |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
$2M |
| 4 |
Vanguard Growth ETF
VUG
|
$1.95M |
| 5 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$1.78M |
Top Sells
Sector Composition
| 1 | Financials | 3.88% |
| 2 | Technology | 3.87% |
| 3 | Industrials | 1.6% |
| 4 | Healthcare | 0.99% |
| 5 | Consumer Discretionary | 0.93% |
