CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
This Quarter Return
-19.28%
1 Year Return
+12.74%
3 Year Return
+44.87%
5 Year Return
+73.05%
10 Year Return
+130.19%
AUM
$216M
AUM Growth
+$216M
(-22%)
Cap. Flow
-$3.59M
Cap. Flow
% of AUM
-1.67%
Top 10 Holdings %
Top 10 Hldgs %
36.16%
Holding
165
New
4
Increased
74
Reduced
58
Closed
19
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$2.99M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$1.88M |
| 3 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$808K |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$792K |
| 5 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$640K |
Top Sells
Sector Composition
| 1 | Technology | 5.25% |
| 2 | Financials | 4.36% |
| 3 | Industrials | 3.24% |
| 4 | Utilities | 1.44% |
| 5 | Healthcare | 1.23% |
