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
$474M
AUM Growth
+$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.6M
3
+$2.37M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.24M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.82M

Top Sells

1
+$4.16M
2
+$776K
3
+$593K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$426K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$391K

Sector Composition

1 Financials 3.56%
2 Technology 3.02%
3 Industrials 2.03%
4 Energy 1.11%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.2M 0.89%
40,024
+4,045
27
$4.05M 0.85%
54,538
+821
28
$3.93M 0.83%
156,372
+21,006
29
$3.79M 0.8%
51,132
+221
30
$3.79M 0.8%
20,152
+6,291
31
$3.79M 0.8%
200,364
+6,590
32
$3.73M 0.79%
115,799
+80,770
33
$3.66M 0.77%
44,746
-1,088
34
$3.46M 0.73%
248,364
+7,092
35
$3.3M 0.7%
66,730
-1,436
36
$3.28M 0.69%
41,342
+2,949
37
$3.27M 0.69%
39,613
+5,174
38
$3.21M 0.68%
164,736
+6,804
39
$3.18M 0.67%
208,741
+23,266
40
$2.91M 0.61%
65,334
-1,297
41
$2.88M 0.61%
80,127
-1,136
42
$2.84M 0.6%
32,574
+7,515
43
$2.82M 0.6%
22,183
+582
44
$2.79M 0.59%
19,490
+1,833
45
$2.69M 0.57%
29,510
+2,034
46
$2.56M 0.54%
126,657
+1,341
47
$2.52M 0.53%
10,814
+737
48
$2.51M 0.53%
110,167
+11,236
49
$2.44M 0.51%
49,961
+7,029
50
$2.41M 0.51%
50,482
+983
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