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
$240M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$2.1M
3
+$1.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.77M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.66M

Top Sells

1
+$2.23M
2
+$1.64M
3
+$497K
4
DD icon
DuPont de Nemours
DD
+$486K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$431K

Sector Composition

1 Industrials 4.56%
2 Technology 3.97%
3 Financials 3.86%
4 Healthcare 1.65%
5 Utilities 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 0.99%
14,313
-119
27
$2.33M 0.97%
93,307
+127
28
$2.27M 0.95%
26,117
-955
29
$2.17M 0.9%
46,919
+523
30
$2.17M 0.9%
82,514
+4,314
31
$2.06M 0.86%
16,697
+522
32
$2.03M 0.84%
11,657
-458
33
$1.96M 0.82%
22,950
+28
34
$1.95M 0.81%
117,082
+5,318
35
$1.94M 0.81%
32,604
+1,009
36
$1.87M 0.78%
43,676
-1,786
37
$1.84M 0.77%
93,340
-3,490
38
$1.82M 0.76%
31,662
+1,533
39
$1.8M 0.75%
+57,912
40
$1.78M 0.74%
15,107
-571
41
$1.74M 0.72%
4,560
-292
42
$1.72M 0.71%
80,841
+66,775
43
$1.69M 0.7%
41,234
+1,124
44
$1.67M 0.7%
15,160
-316
45
$1.66M 0.69%
29,829
-994
46
$1.61M 0.67%
32,383
+5
47
$1.59M 0.66%
60,560
-1,055
48
$1.5M 0.62%
9,903
+143
49
$1.49M 0.62%
7,756
-95
50
$1.47M 0.61%
22,798
-2,511
1
2
3 4 5