CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
This Quarter Return
+1%
1 Year Return
+12.74%
3 Year Return
+44.87%
5 Year Return
+73.05%
10 Year Return
+130.19%
AUM
$730M
AUM Growth
+$730M
(-0.41%)
Cap. Flow
-$4M
Cap. Flow
% of AUM
-0.55%
Top 10 Holdings %
Top 10 Hldgs %
37.35%
Holding
268
New
9
Increased
112
Reduced
115
Closed
7
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$9.07M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$6.76M |
| 3 |
NVIDIA
NVDA
|
$2.09M |
| 4 |
iShares US Technology ETF
IYW
|
$1.71M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
$1.45M |
Top Sells
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
$7.75M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
$6.91M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$4.07M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.77M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.67M |
Sector Composition
| 1 | Technology | 4.03% |
| 2 | Financials | 3.11% |
| 3 | Industrials | 1.4% |
| 4 | Consumer Discretionary | 0.95% |
| 5 | Healthcare | 0.83% |
