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
$154M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$635K
3
+$615K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$587K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$522K

Top Sells

1
+$349K
2
+$306K
3
+$293K
4
NXPI icon
NXP Semiconductors
NXPI
+$207K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$203K

Sector Composition

1 Industrials 5.36%
2 Technology 2.94%
3 Financials 2.71%
4 Healthcare 2.39%
5 Communication Services 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 1.29%
58,389
-115
27
$1.77M 1.15%
12,023
-116
28
$1.75M 1.14%
44,789
+1,183
29
$1.69M 1.1%
67,157
+2,059
30
$1.69M 1.1%
196,128
-390
31
$1.57M 1.02%
104,683
+6,393
32
$1.45M 0.94%
26,293
+10,652
33
$1.43M 0.93%
13,489
+206
34
$1.42M 0.92%
25,218
+854
35
$1.37M 0.89%
16,413
-115
36
$1.36M 0.88%
27,300
-777
37
$1.31M 0.85%
26,436
+602
38
$1.28M 0.83%
24,410
+809
39
$1.28M 0.83%
22,800
+1,578
40
$1.17M 0.76%
31,361
+586
41
$978K 0.64%
9,379
+101
42
$882K 0.57%
6,850
+210
43
$880K 0.57%
29,272
-940
44
$831K 0.54%
22,011
+123
45
$813K 0.53%
11,832
+92
46
$786K 0.51%
51,729
+918
47
$775K 0.5%
6,557
+452
48
$764K 0.5%
21,154
-422
49
$745K 0.48%
8,023
+130
50
$745K 0.48%
5,244
+253
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2
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