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
$143M
AUM Growth
+$9.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$762K
2
+$554K
3
+$516K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$389K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$387K

Top Sells

1
+$303K
2
+$220K
3
+$206K
4
SMB icon
VanEck Short Muni ETF
SMB
+$184K
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$146K

Sector Composition

1 Industrials 5.76%
2 Financials 2.67%
3 Technology 2.59%
4 Healthcare 2.53%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 1.18%
71,012
+996
27
$1.63M 1.14%
196,518
+876
28
$1.62M 1.13%
43,606
+2,441
29
$1.55M 1.08%
65,098
+3,185
30
$1.51M 1.05%
98,290
+5,411
31
$1.37M 0.96%
13,283
+550
32
$1.35M 0.94%
28,077
-9
33
$1.33M 0.93%
16,528
+58
34
$1.32M 0.92%
24,364
+927
35
$1.23M 0.86%
25,834
+120
36
$1.18M 0.83%
21,222
-448
37
$1.14M 0.8%
23,601
+270
38
$1.09M 0.76%
30,775
+1,947
39
$962K 0.67%
10,915
+2,118
40
$932K 0.65%
9,278
+33
41
$854K 0.6%
30,212
+1,966
42
$848K 0.59%
6,640
+722
43
$820K 0.57%
11,740
-1,084
44
$812K 0.57%
15,641
+4,931
45
$778K 0.54%
6,145
+1,080
46
$773K 0.54%
7,893
-451
47
$762K 0.53%
+21,576
48
$759K 0.53%
50,811
+1,461
49
$754K 0.53%
4,991
-50
50
$741K 0.52%
6,105
-243
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2
3 4 5