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
$731M
AUM Growth
+$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.97M
3
+$3.31M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.86M
5
BND icon
Vanguard Total Bond Market
BND
+$1.48M

Top Sells

1
+$7.09M
2
+$5.35M
3
+$4.71M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.7M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$4.22M

Sector Composition

1 Technology 4.36%
2 Financials 3.57%
3 Industrials 1.5%
4 Consumer Discretionary 1.02%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.54M 0.76%
48,351
-731
27
$5.14M 0.7%
11,948
+115
28
$4.94M 0.68%
83,014
+7,528
29
$4.77M 0.65%
178,119
+5,553
30
$4.76M 0.65%
82,654
-81,779
31
$4.63M 0.63%
233,855
+472
32
$4.03M 0.55%
156,670
+132
33
$3.89M 0.53%
33,081
-93
34
$3.83M 0.52%
92,393
+3,447
35
$3.64M 0.5%
37,067
+14,219
36
$3.55M 0.49%
69,405
+1,853
37
$3.25M 0.44%
5,663
-127
38
$3.22M 0.44%
156,508
-606
39
$3.17M 0.43%
94,778
+16,680
40
$3.11M 0.43%
26,618
-20,886
41
$3.1M 0.42%
61,224
-12,961
42
$3.04M 0.42%
31,194
-27,007
43
$2.97M 0.41%
14,776
-526
44
$2.91M 0.4%
5,048
-351
45
$2.9M 0.4%
111,095
-992
46
$2.73M 0.37%
4,676
+270
47
$2.73M 0.37%
8,360
+25
48
$2.7M 0.37%
15,094
+118
49
$2.65M 0.36%
73,359
-1,048
50
$2.64M 0.36%
75,424
-332
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