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
$200M
AUM Growth
-$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.33M
3
+$954K
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$655K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$643K

Top Sells

1
+$2.38M
2
+$1.07M
3
+$943K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$829K
5
VUG icon
Vanguard Growth ETF
VUG
+$808K

Sector Composition

1 Industrials 5%
2 Financials 4.44%
3 Technology 3.63%
4 Healthcare 1.76%
5 Utilities 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.96%
46,396
+1,074
27
$1.9M 0.95%
190,890
+31,878
28
$1.86M 0.93%
78,200
-11,028
29
$1.8M 0.9%
16,175
+419
30
$1.78M 0.89%
45,462
-444
31
$1.76M 0.88%
22,922
+1,575
32
$1.72M 0.86%
96,830
-10,500
33
$1.69M 0.84%
111,764
+5,155
34
$1.67M 0.84%
30,823
+120
35
$1.66M 0.83%
31,595
+1,248
36
$1.61M 0.81%
15,476
+609
37
$1.59M 0.8%
15,678
+137
38
$1.56M 0.78%
4,852
-7
39
$1.56M 0.78%
30,129
+2,080
40
$1.49M 0.75%
40,110
+1,625
41
$1.44M 0.72%
25,309
+127
42
$1.44M 0.72%
61,615
+175
43
$1.35M 0.68%
7,851
+465
44
$1.28M 0.64%
9,760
+317
45
$1.27M 0.64%
18,338
+6,410
46
$1.24M 0.62%
15,833
-211
47
$1.23M 0.62%
9,346
+619
48
$1.21M 0.61%
25,796
+408
49
$1.21M 0.6%
32,378
-183
50
$1.11M 0.55%
12,117
-159
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