CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
1-Year Return
12.74%
This Quarter Return
+5.76%
1 Year Return
+12.74%
3 Year Return
+44.87%
5 Year Return
+73.05%
10 Year Return
+130.19%
AUM
$445M
AUM Growth
+$34.9M
(+8.5%)
Cap. Flow
+$15.6M
Cap. Flow
% of AUM
3.5%
Top 10 Holdings %
Top 10 Hldgs %
36.69%
Holding
212
New
10
Increased
100
Reduced
83
Closed
7
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$7.41M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$3.89M |
| 3 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$1.43M |
| 4 |
Vanguard Financials ETF
VFH
|
$1.27M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.12M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$782K |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$760K |
| 3 |
Vanguard Extended Market ETF
VXF
|
$756K |
| 4 |
Vanguard Information Technology ETF
VGT
|
$729K |
| 5 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$616K |
Sector Composition
| 1 | Technology | 4.13% |
| 2 | Financials | 3.72% |
| 3 | Industrials | 1.69% |
| 4 | Consumer Discretionary | 1.65% |
| 5 | Healthcare | 1.03% |
