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
$173M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$421K
2
+$415K
3
+$363K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$363K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$344K

Top Sells

1
+$872K
2
+$463K
3
+$437K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$368K
5
CHRW icon
C.H. Robinson
CHRW
+$314K

Sector Composition

1 Industrials 5.41%
2 Technology 3.11%
3 Financials 3%
4 Healthcare 1.71%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$815K 0.47%
22,588
+800
52
$799K 0.46%
7,996
+4,153
53
$795K 0.46%
6,378
-182
54
$787K 0.45%
6,461
+2,287
55
$782K 0.45%
17,001
-94
56
$776K 0.45%
5,430
-81
57
$759K 0.44%
4,525
+35
58
$758K 0.44%
27,294
+7,132
59
$757K 0.44%
79,542
+816
60
$749K 0.43%
9,644
+305
61
$748K 0.43%
15,536
-74
62
$743K 0.43%
10,743
+563
63
$734K 0.42%
27,766
64
$696K 0.4%
9,084
+28
65
$695K 0.4%
6,472
+153
66
$687K 0.4%
8,519
+13
67
$662K 0.38%
2,473
+52
68
$644K 0.37%
5,375
-21
69
$637K 0.37%
17,501
-2,808
70
$630K 0.36%
52,140
+3,780
71
$618K 0.36%
6,948
+310
72
$614K 0.35%
18,136
+2
73
$606K 0.35%
5,467
+12
74
$598K 0.35%
9,828
75
$592K 0.34%
3,162
-45
1 2
3
4 5