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
$154M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$635K
3
+$615K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$587K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$522K

Top Sells

1
+$349K
2
+$306K
3
+$293K
4
NXPI icon
NXP Semiconductors
NXPI
+$207K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$203K

Sector Composition

1 Industrials 5.36%
2 Technology 2.94%
3 Financials 2.71%
4 Healthcare 2.39%
5 Communication Services 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$743K 0.48%
12,884
+1,873
52
$722K 0.47%
8,353
+2
53
$719K 0.47%
5,715
-430
54
$694K 0.45%
5,264
+129
55
$674K 0.44%
9,341
+1,327
56
$673K 0.44%
17,090
+708
57
$670K 0.44%
4,390
+30
58
$670K 0.44%
12,881
+2,374
59
$666K 0.43%
6,465
+1,249
60
$649K 0.42%
27,312
61
$636K 0.41%
10,388
62
$621K 0.4%
5,582
63
$617K 0.4%
8,986
+32
64
$611K 0.4%
9,830
+382
65
$598K 0.39%
5,101
+2,452
66
$587K 0.38%
12,656
+4,627
67
$574K 0.37%
5,207
+80
68
$568K 0.37%
2,369
+1
69
$556K 0.36%
6,721
+286
70
$555K 0.36%
63,642
+1,746
71
$522K 0.34%
+18,039
72
$522K 0.34%
5,863
+21
73
$516K 0.34%
7,307
74
$510K 0.33%
48,320
+1,520
75
$503K 0.33%
15,832
+5,435
1 2
3
4 5