CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
1-Year Return
12.74%
This Quarter Return
+8.75%
1 Year Return
+12.74%
3 Year Return
+44.87%
5 Year Return
+73.05%
10 Year Return
+130.19%
AUM
$520M
AUM Growth
+$45.9M
(+9.7%)
Cap. Flow
+$6.44M
Cap. Flow
% of AUM
1.24%
Top 10 Holdings %
Top 10 Hldgs %
31.81%
Holding
233
New
20
Increased
90
Reduced
104
Closed
9
Top Buys
Top Sells
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$5.6M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$3.29M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$2.54M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$2.33M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$2.14M |
Sector Composition
| 1 | Financials | 3.88% |
| 2 | Technology | 2.73% |
| 3 | Industrials | 2.01% |
| 4 | Healthcare | 1.14% |
| 5 | Energy | 1.13% |
