CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
1-Year Est. Return
12.74%
1 Year Est. Return
+12.74%
AUM
$806M
AUM Growth
+$69.8M
(+9.5%)
Holding
281
Top Buys
| 1 | +$4.76M | |
| 2 | +$2.96M | |
| 3 | +$2.2M | |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$1.93M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$1.86M |
Top Sells
| 1 | +$2.16M | |
| 2 | +$1.9M | |
| 3 | +$780K | |
| 4 |
3M
MMM
|
+$774K |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$627K |
Sector Composition
| 1 | Technology | 3.74% |
| 2 | Financials | 3.37% |
| 3 | Industrials | 1.34% |
| 4 | Consumer Discretionary | 1.01% |
| 5 | Healthcare | 0.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
First Trust Health Care AlphaDEX Fund
FXH
$936M
| – | – |
-2,255
|
|
||
277
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| – | – |
-9,211
|
|
||
278
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
| – | – |
-1,814
|
|
||
279
Simplify MBS ETF
MTBA
$1.5B
| – | – |
-11,958
|
|
||
280
Nuveen Municipal Value Fund
NUV
$1.87B
| – | – |
-14,183
|
|
||
|
PML
281
PIMCO Municipal Income Fund II
PML
$527M
| – | – |
-16,027
|
|