CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
This Quarter Return
+2.59%
1 Year Return
+12.74%
3 Year Return
+44.87%
5 Year Return
+73.05%
10 Year Return
+130.19%
AUM
$133M
AUM Growth
+$133M
(+9.1%)
Cap. Flow
+$8.45M
Cap. Flow
% of AUM
6.33%
Top 10 Holdings %
Top 10 Hldgs %
36.57%
Holding
113
New
9
Increased
67
Reduced
32
Closed
2
Top Buys
| 1 |
C.H. Robinson
CHRW
|
$1.48M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$881K |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$801K |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$759K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$652K |
Top Sells
Sector Composition
| 1 | Industrials | 6.23% |
| 2 | Financials | 2.98% |
| 3 | Technology | 2.47% |
| 4 | Consumer Staples | 1.85% |
| 5 | Healthcare | 1.83% |
