CFA

Cahill Financial Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 12.43%
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$736M
AUM Growth
-$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$3.94M
3
+$2M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.95M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.78M

Top Sells

1
+$8.46M
2
+$7.48M
3
+$3.19M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.94M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$793K

Sector Composition

1 Financials 3.88%
2 Technology 3.87%
3 Industrials 1.6%
4 Healthcare 0.99%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$216K 0.03%
4,920
252
$215K 0.03%
1,970
253
$214K 0.03%
1,381
+22
254
$213K 0.03%
1,814
-561
255
$212K 0.03%
5,823
256
$212K 0.03%
4,852
+8
257
$212K 0.03%
+800
258
$211K 0.03%
2,842
259
$205K 0.03%
+657
260
$205K 0.03%
1,600
+1
261
$191K 0.03%
20,374
-21
262
$187K 0.03%
17,772
+35
263
$130K 0.02%
16,027
+1,358
264
$124K 0.02%
14,183
+1,190
265
$124K 0.02%
12,389
-4,076
266
$12K ﹤0.01%
912
267
– –
-1,217
268
– –
-1,131
269
– –
-3,859
270
– –
-694
7 8 9 10
11