CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
1-Year Return
12.74%
This Quarter Return
+6.93%
1 Year Return
+12.74%
3 Year Return
+44.87%
5 Year Return
+73.05%
10 Year Return
+130.19%
AUM
$731M
AUM Growth
+$1.08M
(+0.15%)
Cap. Flow
-$46.6M
Cap. Flow
% of AUM
-6.37%
Top 10 Holdings %
Top 10 Hldgs %
39.89%
Holding
274
New
13
Increased
129
Reduced
97
Closed
21
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$5.29M |
| 2 |
Vanguard Growth ETF
VUG
|
$4.97M |
| 3 |
iShares US Technology ETF
IYW
|
$3.31M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.86M |
| 5 |
Vanguard Total Bond Market
BND
|
$1.48M |
Top Sells
| 1 |
iShares Russell Mid-Cap ETF
IWR
|
$7.09M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$5.35M |
| 3 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$4.71M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$4.7M |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$4.22M |
Sector Composition
| 1 | Technology | 4.36% |
| 2 | Financials | 3.57% |
| 3 | Industrials | 1.5% |
| 4 | Consumer Discretionary | 1.02% |
| 5 | Healthcare | 0.99% |
