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CFA
Cahill Financial Advisors Portfolio holdings
AUM
$924M
1-Year Est. Return
16.55%
This Fund
S&P 500
1 Year Est. Return
+16.55%
AUM
$275M
AUM Growth
+$18.1M
(+7%)
Holding
166
Top Buys
| 1 | +$1.14M | |
| 2 | +$1.03M | |
| 3 | +$518K | |
| 4 |
Vanguard Value ETF
VTV
|
+$443K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$402K |
Top Sells
| 1 | +$1.02M | |
| 2 | +$735K | |
| 3 | +$639K | |
| 4 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
+$414K |
| 5 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$322K |
Sector Composition
| 1 | Technology | 4.55% |
| 2 | Financials | 4.03% |
| 3 | Industrials | 3.67% |
| 4 | Utilities | 1.53% |
| 5 | Communication Services | 1.15% |