CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
1-Year Return
12.74%
This Quarter Return
+6.08%
1 Year Return
+12.74%
3 Year Return
+44.87%
5 Year Return
+73.05%
10 Year Return
+130.19%
AUM
$410M
AUM Growth
+$13.2M
(+3.3%)
Cap. Flow
-$11M
Cap. Flow
% of AUM
-2.7%
Top 10 Holdings %
Top 10 Hldgs %
36.95%
Holding
212
New
21
Increased
79
Reduced
90
Closed
10
Top Buys
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$1.31M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.07M |
| 3 |
3M
MMM
|
$969K |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$730K |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$690K |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$2.61M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$2.16M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.97M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$1.7M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.68M |
Sector Composition
| 1 | Technology | 4.2% |
| 2 | Financials | 3.56% |
| 3 | Industrials | 1.86% |
| 4 | Consumer Discretionary | 1.69% |
| 5 | Healthcare | 1.09% |
