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
$410M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.07M
3
+$969K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$730K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$690K

Top Sells

1
+$2.61M
2
+$2.16M
3
+$1.97M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.68M

Sector Composition

1 Technology 4.2%
2 Financials 3.56%
3 Industrials 1.86%
4 Consumer Discretionary 1.69%
5 Healthcare 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.65M 0.89%
53,455
+265
27
$3.56M 0.87%
25,093
-1,402
28
$3.44M 0.84%
41,763
+1,816
29
$3.44M 0.84%
31,573
+221
30
$3.28M 0.8%
14,806
+338
31
$3.24M 0.79%
64,429
-281
32
$3.13M 0.77%
126,354
+1,191
33
$3.11M 0.76%
165,260
-9,438
34
$2.95M 0.72%
12,493
-68
35
$2.75M 0.67%
36,254
-871
36
$2.75M 0.67%
38,264
-107
37
$2.66M 0.65%
16,075
-83
38
$2.5M 0.61%
10,532
-112
39
$2.46M 0.6%
61,509
-2,759
40
$2.38M 0.58%
9,246
-1,690
41
$2.33M 0.57%
41,798
-9,267
42
$2.27M 0.55%
84,730
-530
43
$2.24M 0.55%
63,201
+11,787
44
$2.22M 0.54%
41,463
-6,504
45
$2.15M 0.53%
29,864
-8,428
46
$2.14M 0.52%
22,738
+36
47
$2.13M 0.52%
13,221
+6,015
48
$2.13M 0.52%
41,365
+114
49
$2.1M 0.51%
9,829
+1,209
50
$2.1M 0.51%
36,774
-10,113
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