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
$173M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$421K
2
+$415K
3
+$363K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$363K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$344K

Top Sells

1
+$872K
2
+$463K
3
+$437K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$368K
5
CHRW icon
C.H. Robinson
CHRW
+$314K

Sector Composition

1 Industrials 5.41%
2 Technology 3.11%
3 Financials 3%
4 Healthcare 1.71%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 1.25%
57,677
-920
27
$2.15M 1.24%
25,733
-5,224
28
$2.09M 1.21%
130,840
+120
29
$1.93M 1.11%
12,050
+23
30
$1.89M 1.09%
44,402
-342
31
$1.75M 1.01%
186,504
-624
32
$1.59M 0.92%
13,828
+315
33
$1.53M 0.88%
100,404
-3,092
34
$1.52M 0.88%
28,147
-399
35
$1.41M 0.82%
26,543
+839
36
$1.39M 0.8%
67,976
-222
37
$1.39M 0.8%
25,587
+903
38
$1.38M 0.79%
27,324
+48
39
$1.32M 0.76%
14,488
-1,206
40
$1.3M 0.75%
24,021
+915
41
$1.27M 0.73%
32,247
+852
42
$1.2M 0.7%
10,575
+3,189
43
$1.11M 0.64%
9,772
+351
44
$1.03M 0.6%
30,384
+3,666
45
$1.01M 0.58%
6,870
+50
46
$942K 0.54%
14,292
+4
47
$920K 0.53%
5,197
48
$890K 0.51%
53,736
+297
49
$878K 0.51%
29,684
+11,645
50
$871K 0.5%
7,678
-346
1
2
3 4 5