CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
This Quarter Return
+6.59%
1 Year Return
+12.74%
3 Year Return
+44.87%
5 Year Return
+73.05%
10 Year Return
+130.19%
AUM
$733M
AUM Growth
+$733M
(+8.4%)
Cap. Flow
+$24.5M
Cap. Flow
% of AUM
3.35%
Top 10 Holdings %
Top 10 Hldgs %
35.49%
Holding
266
New
27
Increased
116
Reduced
102
Closed
7
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$6.92M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$4.5M |
| 3 |
iShares US Technology ETF
IYW
|
$3.43M |
| 4 |
Vanguard Total Bond Market
BND
|
$3.04M |
| 5 |
SEI Enhanced US Large Cap Value Factor ETF
SEIV
|
$2.43M |
Top Sells
Sector Composition
| 1 | Technology | 3.56% |
| 2 | Financials | 3.21% |
| 3 | Industrials | 1.56% |
| 4 | Consumer Discretionary | 1.02% |
| 5 | Energy | 0.87% |
