CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
This Quarter Return
+4.28%
1 Year Return
+12.74%
3 Year Return
+44.87%
5 Year Return
+73.05%
10 Year Return
+130.19%
AUM
$189M
AUM Growth
+$189M
(+4.7%)
Cap. Flow
+$1.31M
Cap. Flow
% of AUM
0.69%
Top 10 Holdings %
Top 10 Hldgs %
35.43%
Holding
141
New
4
Increased
75
Reduced
42
Closed
4
Top Buys
| 1 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$280K |
| 2 |
Caterpillar
CAT
|
$268K |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$255K |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$255K |
| 5 |
iShares Biotechnology ETF
IBB
|
$239K |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$598K |
| 2 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
$495K |
| 3 |
Invesco BuyBack Achievers ETF
PKW
|
$362K |
| 4 |
Medtronic
MDT
|
$255K |
| 5 |
iRobot
IRBT
|
$242K |
Sector Composition
| 1 | Industrials | 5.97% |
| 2 | Financials | 3.51% |
| 3 | Technology | 3.35% |
| 4 | Healthcare | 1.57% |
| 5 | Communication Services | 1.48% |
