CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
This Quarter Return
+16%
1 Year Return
+12.74%
3 Year Return
+44.87%
5 Year Return
+73.05%
10 Year Return
+130.19%
AUM
$259M
AUM Growth
+$259M
(+20%)
Cap. Flow
+$8.58M
Cap. Flow
% of AUM
3.32%
Top 10 Holdings %
Top 10 Hldgs %
39.03%
Holding
166
New
20
Increased
64
Reduced
66
Closed
8
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$9.67M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$4.24M |
| 3 |
Vanguard Total Bond Market
BND
|
$3.99M |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$3.05M |
| 5 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$2.92M |
Top Sells
| 1 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$3.4M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$2.52M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$2.28M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$1.68M |
| 5 |
Schwab US REIT ETF
SCHH
|
$1.59M |
Sector Composition
| 1 | Technology | 5.46% |
| 2 | Financials | 4.01% |
| 3 | Industrials | 2.67% |
| 4 | Consumer Discretionary | 1.48% |
| 5 | Utilities | 1.29% |
