CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
This Quarter Return
-5.96%
1 Year Return
+12.74%
3 Year Return
+44.87%
5 Year Return
+73.05%
10 Year Return
+130.19%
AUM
$474M
AUM Growth
+$474M
(+0.84%)
Cap. Flow
+$33.5M
Cap. Flow
% of AUM
7.06%
Top 10 Holdings %
Top 10 Hldgs %
32.41%
Holding
223
New
16
Increased
115
Reduced
75
Closed
10
Top Buys
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
$3.08M |
| 2 |
iShares US Infrastructure ETF
IFRA
|
$2.6M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$2.37M |
| 4 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$2.24M |
| 5 |
Vanguard ESG US Stock ETF
ESGV
|
$1.82M |
Top Sells
| 1 |
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
|
$4.16M |
| 2 |
Best Buy
BBY
|
$776K |
| 3 |
Salesforce
CRM
|
$593K |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$426K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$391K |
Sector Composition
| 1 | Financials | 3.56% |
| 2 | Technology | 3.02% |
| 3 | Industrials | 2.03% |
| 4 | Energy | 1.11% |
| 5 | Consumer Discretionary | 1.09% |
