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
$731M
AUM Growth
+$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.97M
3
+$3.31M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.86M
5
BND icon
Vanguard Total Bond Market
BND
+$1.48M

Top Sells

1
+$7.09M
2
+$5.35M
3
+$4.71M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.7M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$4.22M

Sector Composition

1 Technology 4.36%
2 Financials 3.57%
3 Industrials 1.5%
4 Consumer Discretionary 1.02%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$264K 0.04%
1,893
+3
227
$262K 0.04%
5,163
-44
228
$253K 0.03%
18,195
-607
229
$252K 0.03%
2,253
+4
230
$251K 0.03%
1,478
+181
231
$243K 0.03%
+4,571
232
$236K 0.03%
1,620
-229
233
$235K 0.03%
2,010
+13
234
$233K 0.03%
+1,822
235
$228K 0.03%
5,976
+41
236
$228K 0.03%
1,734
+126
237
$227K 0.03%
5,046
+14
238
$224K 0.03%
1,257
239
$219K 0.03%
247
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240
$219K 0.03%
2,790
-29
241
$219K 0.03%
+1,917
242
$213K 0.03%
908
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243
$212K 0.03%
5,950
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244
$212K 0.03%
+2,089
245
$208K 0.03%
2,170
-6,431
246
$208K 0.03%
354
-17
247
$207K 0.03%
+3,133
248
$206K 0.03%
+399
249
$206K 0.03%
3,916
-11,432
250
$204K 0.03%
+3,080
7 8 9
10
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