CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
1-Year Return
12.74%
This Quarter Return
+5.43%
1 Year Return
+12.74%
3 Year Return
+44.87%
5 Year Return
+73.05%
10 Year Return
+130.19%
AUM
$564M
AUM Growth
+$43.3M
(+8.3%)
Cap. Flow
+$18.4M
Cap. Flow
% of AUM
3.27%
Top 10 Holdings %
Top 10 Hldgs %
31.81%
Holding
240
New
16
Increased
129
Reduced
72
Closed
6
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$11.9M |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$1.93M |
| 3 |
iShares MSCI USA Value Factor ETF
VLUE
|
$1.7M |
| 4 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$1.63M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$1.49M |
Top Sells
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
$8.54M |
| 2 |
Vanguard ESG US Stock ETF
ESGV
|
$1.57M |
| 3 |
iShares US Infrastructure ETF
IFRA
|
$1.3M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$1.17M |
| 5 |
Realty Income
O
|
$989K |
Sector Composition
| 1 | Financials | 3.41% |
| 2 | Technology | 3.27% |
| 3 | Industrials | 1.87% |
| 4 | Energy | 1.12% |
| 5 | Healthcare | 1.03% |
