CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
This Quarter Return
+6.38%
1 Year Return
+12.74%
3 Year Return
+44.87%
5 Year Return
+73.05%
10 Year Return
+130.19%
AUM
$115M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.25%
Holding
113
New
113
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$6.84M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$6.81M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$4.72M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$3.92M |
| 5 |
Cohen & Steers Closed End Opportunity Fund
FOF
|
$3.22M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 5.04% |
| 2 | Financials | 4.31% |
| 3 | Consumer Staples | 3.51% |
| 4 | Technology | 2.22% |
| 5 | Communication Services | 1.79% |
