CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
This Quarter Return
+7.04%
1 Year Return
+12.74%
3 Year Return
+44.87%
5 Year Return
+73.05%
10 Year Return
+130.19%
AUM
$278M
AUM Growth
+$278M
(+7.4%)
Cap. Flow
+$8M
Cap. Flow
% of AUM
2.88%
Top 10 Holdings %
Top 10 Hldgs %
40.04%
Holding
172
New
14
Increased
80
Reduced
41
Closed
7
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$3.11M |
| 2 |
Vanguard Small-Cap Value ETF
VBR
|
$1.03M |
| 3 |
Vanguard Total Bond Market
BND
|
$1.02M |
| 4 |
Qualcomm
QCOM
|
$861K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$676K |
Top Sells
| 1 |
C.H. Robinson
CHRW
|
$1.8M |
| 2 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
$1.7M |
| 3 |
Vanguard Value ETF
VTV
|
$996K |
| 4 |
Cisco
CSCO
|
$874K |
| 5 |
3M
MMM
|
$776K |
Sector Composition
| 1 | Technology | 5.87% |
| 2 | Financials | 4.21% |
| 3 | Consumer Discretionary | 1.83% |
| 4 | Industrials | 1.7% |
| 5 | Utilities | 1.4% |
