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
$143M
AUM Growth
+$9.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$762K
2
+$554K
3
+$516K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$389K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$387K

Top Sells

1
+$303K
2
+$220K
3
+$206K
4
SMB icon
VanEck Short Muni ETF
SMB
+$184K
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$146K

Sector Composition

1 Industrials 5.76%
2 Financials 2.67%
3 Technology 2.59%
4 Healthcare 2.53%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$725K 0.51%
8,351
+139
52
$718K 0.5%
21,888
+3,853
53
$685K 0.48%
4,360
+165
54
$667K 0.47%
5,135
+61
55
$639K 0.45%
10,388
56
$620K 0.43%
5,582
-39
57
$597K 0.42%
16,382
-429
58
$588K 0.41%
2,368
+62
59
$587K 0.41%
10,507
-56
60
$583K 0.41%
27,312
61
$575K 0.4%
8,954
+158
62
$573K 0.4%
8,014
-128
63
$564K 0.39%
11,011
+5,802
64
$560K 0.39%
5,842
-22
65
$559K 0.39%
5,770
-47
66
$554K 0.39%
+7,307
67
$549K 0.38%
9,448
+72
68
$549K 0.38%
5,127
+100
69
$549K 0.38%
12,252
-814
70
$547K 0.38%
5,216
-75
71
$533K 0.37%
34,349
-7,938
72
$519K 0.36%
61,896
+3,882
73
$495K 0.35%
7,807
74
$495K 0.35%
8,654
-586
75
$485K 0.34%
11,334
+253
1 2
3
4 5