CFA

Cahill Financial Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 12.43%
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$736M
AUM Growth
-$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$3.94M
3
+$2M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.95M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.78M

Top Sells

1
+$8.46M
2
+$7.48M
3
+$3.19M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.94M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$793K

Sector Composition

1 Financials 3.88%
2 Technology 3.87%
3 Industrials 1.6%
4 Healthcare 0.99%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.48M 0.75%
48,665
+740
27
$4.69M 0.64%
103,663
-8,848
28
$4.55M 0.62%
171,116
-4,542
29
$4.44M 0.6%
232,842
-2,017
30
$4.31M 0.59%
11,493
-266
31
$4.25M 0.58%
48,720
+22,914
32
$4.18M 0.57%
70,939
-2,080
33
$4.02M 0.55%
94,730
+522
34
$3.98M 0.54%
32,834
-194
35
$3.73M 0.51%
115,010
+8,408
36
$3.63M 0.49%
6,496
+179
37
$3.59M 0.49%
72,507
+928
38
$3.57M 0.49%
19,188
+639
39
$3.41M 0.46%
145,622
-6,663
40
$3.26M 0.44%
164,721
-2,271
41
$3.16M 0.43%
121,245
-1,319
42
$3.15M 0.43%
31,351
+6,124
43
$2.91M 0.4%
19,806
+4,609
44
$2.86M 0.39%
31,617
+468
45
$2.86M 0.39%
8,993
+14
46
$2.85M 0.39%
27,265
-1,378
47
$2.76M 0.38%
108,228
+1,415
48
$2.73M 0.37%
32,903
+2,744
49
$2.73M 0.37%
4,853
-230
50
$2.45M 0.33%
12,274
-117
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