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
$532M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$5.33M
3
+$3.54M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$2.9M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$2.89M

Top Sells

1
+$3.7M
2
+$1.72M
3
+$1.09M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.04M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$745K

Sector Composition

1 Technology 3.73%
2 Financials 3.48%
3 Industrials 1.81%
4 Energy 1.36%
5 Consumer Discretionary 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.71M 0.89%
198,894
-4,322
27
$4.7M 0.88%
56,393
-275
28
$4.6M 0.87%
50,842
-224
29
$4.39M 0.83%
74,338
+48,990
30
$4.25M 0.8%
67,632
-1,226
31
$4.21M 0.79%
130,522
+1,158
32
$4.1M 0.77%
219,420
-36,740
33
$4.04M 0.76%
32,411
+15,420
34
$3.94M 0.74%
40,941
-10,788
35
$3.83M 0.72%
35,497
+1,147
36
$3.78M 0.71%
48,409
-615
37
$3.64M 0.68%
82,436
+822
38
$3.61M 0.68%
151,713
-45,966
39
$3.54M 0.67%
+46,371
40
$3.53M 0.66%
22,390
-424
41
$3.5M 0.66%
178,192
+14,895
42
$3.46M 0.65%
14,553
-953
43
$3.45M 0.65%
35,276
+559
44
$3.35M 0.63%
10,865
-41
45
$3.18M 0.6%
125,700
-1,296
46
$3.14M 0.59%
17,859
+1,505
47
$2.83M 0.53%
9,826
+1,172
48
$2.8M 0.53%
26,228
+2,818
49
$2.8M 0.53%
40,630
-5,675
50
$2.72M 0.51%
52,311
+993
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