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
$164M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.13M
3
+$1.05M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$529K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$492K

Top Sells

1
+$522K
2
+$343K
3
+$329K
4
QCOM icon
Qualcomm
QCOM
+$281K
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$216K

Sector Composition

1 Industrials 5.57%
2 Financials 3.05%
3 Technology 2.7%
4 Healthcare 1.74%
5 Communication Services 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$815K 0.5%
7,386
+2,285
52
$810K 0.49%
5,197
-67
53
$791K 0.48%
21,788
-223
54
$756K 0.46%
6,560
+3
55
$744K 0.45%
6,319
-146
56
$719K 0.44%
4,490
+100
57
$716K 0.44%
20,309
-845
58
$713K 0.43%
15,610
+2,954
59
$711K 0.43%
78,726
+15,084
60
$708K 0.43%
9,339
-2
61
$700K 0.43%
10,180
+350
62
$680K 0.41%
9,056
+70
63
$678K 0.41%
12,700
-181
64
$664K 0.4%
27,766
+454
65
$606K 0.37%
2,421
+52
66
$606K 0.37%
8,506
+153
67
$600K 0.37%
5,396
-186
68
$599K 0.36%
9,828
-560
69
$597K 0.36%
5,455
+248
70
$554K 0.34%
3,207
+300
71
$549K 0.33%
18,134
+2,302
72
$525K 0.32%
48,360
+40
73
$520K 0.32%
18,039
74
$518K 0.32%
6,638
-83
75
$503K 0.31%
7,307
1 2
3
4 5