CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
This Quarter Return
+6.19%
1 Year Return
+12.74%
3 Year Return
+44.87%
5 Year Return
+73.05%
10 Year Return
+130.19%
AUM
$275M
AUM Growth
+$275M
(+7%)
Cap. Flow
+$3.31M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
34.5%
Holding
166
New
11
Increased
80
Reduced
61
Closed
5
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.14M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.07M |
| 3 |
First Trust Capital Strength ETF
FTCS
|
$741K |
| 4 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$537K |
| 5 |
Vanguard Value ETF
VTV
|
$461K |
Top Sells
Sector Composition
| 1 | Technology | 4.55% |
| 2 | Financials | 4.03% |
| 3 | Industrials | 3.67% |
| 4 | Utilities | 1.53% |
| 5 | Communication Services | 1.15% |
