CFA
Cahill Financial Advisors Portfolio holdings
AUM
$806M
This Quarter Return
+1.28%
1 Year Return
+12.74%
3 Year Return
+44.87%
5 Year Return
+73.05%
10 Year Return
+130.19%
AUM
$217M
AUM Growth
+$217M
(+3.5%)
Cap. Flow
+$5.37M
Cap. Flow
% of AUM
2.48%
Top 10 Holdings %
Top 10 Hldgs %
34.29%
Holding
159
New
10
Increased
73
Reduced
57
Closed
4
Top Buys
Top Sells
| 1 |
Royal Caribbean
RCL
|
$588K |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$550K |
| 3 |
Invesco DB Commodity Index Tracking Fund
DBC
|
$404K |
| 4 |
Walt Disney
DIS
|
$332K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$292K |
Sector Composition
| 1 | Industrials | 4.9% |
| 2 | Technology | 3.89% |
| 3 | Financials | 3.49% |
| 4 | Healthcare | 2.1% |
| 5 | Energy | 1.53% |
