CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
This Quarter Return
+11.98%
1 Year Return
+12.74%
3 Year Return
+44.87%
5 Year Return
+73.05%
10 Year Return
+130.19%
AUM
$396M
AUM Growth
+$396M
(+43%)
Cap. Flow
+$118M
Cap. Flow
% of AUM
29.82%
Top 10 Holdings %
Top 10 Hldgs %
39.33%
Holding
199
New
34
Increased
117
Reduced
31
Closed
8
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$14.2M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$13M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$11.3M |
| 4 |
Vanguard Total Bond Market
BND
|
$7.33M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.68M |
Top Sells
Sector Composition
| 1 | Technology | 4.65% |
| 2 | Financials | 3.49% |
| 3 | Consumer Discretionary | 1.55% |
| 4 | Industrials | 1.4% |
| 5 | Utilities | 1.08% |
