CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
1-Year Return
12.74%
This Quarter Return
-12.45%
1 Year Return
+12.74%
3 Year Return
+44.87%
5 Year Return
+73.05%
10 Year Return
+130.19%
AUM
$200M
AUM Growth
-$26.8M
(-12%)
Cap. Flow
+$1.58M
Cap. Flow
% of AUM
0.79%
Top 10 Holdings %
Top 10 Hldgs %
36.54%
Holding
159
New
7
Increased
89
Reduced
42
Closed
15
Top Buys
Top Sells
| 1 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$2.38M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.07M |
| 3 |
Schwab International Equity ETF
SCHF
|
$943K |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$829K |
| 5 |
Vanguard Growth ETF
VUG
|
$808K |
Sector Composition
| 1 | Industrials | 5% |
| 2 | Financials | 4.44% |
| 3 | Technology | 3.63% |
| 4 | Healthcare | 1.76% |
| 5 | Utilities | 1.46% |
