CFA

Cahill Financial Advisors Portfolio holdings

AUM $806M
1-Year Est. Return 12.74%
This Quarter Est. Return
1 Year Est. Return
+12.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$618M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.9M
3
+$2.71M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.59M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.53M

Top Sells

1
+$16.5M
2
+$5.81M
3
+$2.27M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$1.5M
5
CVX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$219K 0.04%
2,916
+1
227
$216K 0.04%
1,883
+2
228
$214K 0.03%
+3,421
229
$213K 0.03%
+1,579
230
$213K 0.03%
+1,148
231
$207K 0.03%
1,151
-608
232
$190K 0.03%
22,763
+1,169
233
$184K 0.03%
19,440
234
$175K 0.03%
12,839
-5,030
235
$121K 0.02%
7,480
-1,203
236
$23K ﹤0.01%
29,173
-5,580
237
$13.9K ﹤0.01%
18,249
238
– –
-3,673
239
– –
-5,305
240
– –
-4,437
241
– –
-7,222
242
– –
-8,995
243
– –
-10,062
244
– –
-54,496
245
– –
-2,122
246
– –
-2,812
247
– –
-12,438
6 7 8 9
10