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CFA

Cahill Financial Advisors Portfolio holdings

AUM $924M
1-Year Est. Return 16.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.55%
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
+$5.12M
2
+$4.82M
3
+$3.21M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.79M
5
BND icon
Vanguard Total Bond Market
BND
+$1.46M

Top Sells

1
+$6.78M
2
+$4.98M
3
+$4.71M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.52M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$4.05M

Sector Composition

1 Technology 4.35%
2 Financials 3.57%
3 Industrials 1.5%
4 Consumer Discretionary 1.01%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$188K 0.03%
18,784
-499
252
$18.4K ﹤0.01%
2,074
253
$6.38K ﹤0.01%
912
254
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-1,231
255
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256
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-16,092
257
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-11,966
258
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260
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261
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-7,108
262
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-9,284
263
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-48,322
264
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265
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266
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267
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268
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269
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-63,297
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