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Home > Institutional Investor > Cahaba Wealth Management, Inc. > Profile

Instuitional Investor - Cahaba Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Cahaba Wealth Management, Inc.
Portfolio Value $1,008,483,046
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 588,951 $281,300,449 27.89%
2.
Ishares Trust
 IEF 1,319,877 $130,997,775 12.98%
3.
Ishares Tr
 1,527,312 $99,168,398 9.83%
4.
Ishares Trust
 IEF 333,254 $92,361,340 9.15%
5.
Ishares Trust
 IEF 381,026 $41,246,075 4.08%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)