CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
This Quarter Return
+3.94%
1 Year Return
+12.74%
3 Year Return
+44.87%
5 Year Return
+73.05%
10 Year Return
+130.19%
AUM
$122M
AUM Growth
+$122M
(-0.48%)
Cap. Flow
-$4.77M
Cap. Flow
% of AUM
-3.9%
Top 10 Holdings %
Top 10 Hldgs %
37.56%
Holding
116
New
11
Increased
53
Reduced
32
Closed
12
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$462K |
| 2 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$330K |
| 3 |
Lockheed Martin
LMT
|
$317K |
| 4 |
Southwest Airlines
LUV
|
$295K |
| 5 |
Cardinal Health
CAH
|
$251K |
Top Sells
Sector Composition
| 1 | Industrials | 4.99% |
| 2 | Financials | 3.18% |
| 3 | Technology | 2.33% |
| 4 | Consumer Staples | 1.9% |
| 5 | Healthcare | 1.83% |
