CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
1-Year Return
12.74%
This Quarter Return
+4.89%
1 Year Return
+12.74%
3 Year Return
+44.87%
5 Year Return
+73.05%
10 Year Return
+130.19%
AUM
$618M
AUM Growth
+$54.7M
(+9.7%)
Cap. Flow
+$29.6M
Cap. Flow
% of AUM
4.78%
Top 10 Holdings %
Top 10 Hldgs %
33.55%
Holding
247
New
13
Increased
149
Reduced
62
Closed
10
Top Buys
Top Sells
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$16.5M |
| 2 |
iShares Core S&P US Growth ETF
IUSG
|
$5.81M |
| 3 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$2.27M |
| 4 |
iShares US Infrastructure ETF
IFRA
|
$1.5M |
| 5 |
Chevron
CVX
|
$1.31M |
Sector Composition
| 1 | Technology | 3.68% |
| 2 | Financials | 3.12% |
| 3 | Industrials | 1.87% |
| 4 | Energy | 1.08% |
| 5 | Consumer Discretionary | 0.99% |
