CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
This Quarter Return
+4.96%
1 Year Return
+12.74%
3 Year Return
+44.87%
5 Year Return
+73.05%
10 Year Return
+130.19%
AUM
$173M
AUM Growth
+$173M
(+5.4%)
Cap. Flow
+$1.68M
Cap. Flow
% of AUM
0.97%
Top 10 Holdings %
Top 10 Hldgs %
35.16%
Holding
134
New
7
Increased
71
Reduced
35
Closed
5
Top Buys
Top Sells
| 1 |
Target
TGT
|
$872K |
| 2 |
SPDR Gold Trust
GLD
|
$463K |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$437K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$368K |
| 5 |
C.H. Robinson
CHRW
|
$314K |
Sector Composition
| 1 | Industrials | 5.41% |
| 2 | Technology | 3.11% |
| 3 | Financials | 3% |
| 4 | Healthcare | 1.71% |
| 5 | Communication Services | 1.62% |
