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
$618M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.9M
3
+$2.71M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.59M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.53M

Top Sells

1
+$16.5M
2
+$5.81M
3
+$2.27M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$1.5M
5
CVX icon
Chevron
CVX
+$1.31M

Sector Composition

1 Technology 3.68%
2 Financials 3.12%
3 Industrials 1.87%
4 Energy 1.08%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.26M 0.85%
62,949
+3,907
27
$4.88M 0.79%
63,189
+1,308
28
$4.79M 0.77%
21,744
+2,325
29
$4.68M 0.76%
52,273
+100
30
$4.14M 0.67%
54,680
-926
31
$3.95M 0.64%
218,585
+15,385
32
$3.85M 0.62%
38,630
+2,581
33
$3.83M 0.62%
204,500
-16,520
34
$3.76M 0.61%
11,041
+42
35
$3.59M 0.58%
66,531
+3,340
36
$3.44M 0.56%
245,929
+49,169
37
$3.43M 0.55%
156,620
+6,768
38
$3.36M 0.54%
33,292
-166
39
$3.32M 0.54%
34,957
+2,106
40
$3.25M 0.53%
145,470
+7,458
41
$3.14M 0.51%
53,167
+5
42
$2.94M 0.48%
42,478
+644
43
$2.92M 0.47%
80,062
+362
44
$2.92M 0.47%
72,600
+4,923
45
$2.86M 0.46%
19,133
+1,056
46
$2.82M 0.46%
50,633
+919
47
$2.78M 0.45%
6,279
+3
48
$2.71M 0.44%
152,034
+2,564
49
$2.58M 0.42%
29,783
+431
50
$2.54M 0.41%
51,915
+760
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