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
$200M
AUM Growth
-$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.33M
3
+$954K
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$655K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$643K

Top Sells

1
+$2.38M
2
+$1.07M
3
+$943K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$829K
5
VUG icon
Vanguard Growth ETF
VUG
+$808K

Sector Composition

1 Industrials 5%
2 Financials 4.44%
3 Technology 3.63%
4 Healthcare 1.76%
5 Utilities 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.52%
9,598
-441
52
$1.03M 0.51%
8,089
+562
53
$1.01M 0.51%
5,359
+496
54
$1.01M 0.51%
4,013
+303
55
$1.01M 0.5%
23,237
-1,201
56
$1M 0.5%
21,408
+105
57
$945K 0.47%
7,711
+128
58
$937K 0.47%
16,655
+1,697
59
$899K 0.45%
34,791
-1,035
60
$896K 0.45%
34,243
+1,885
61
$889K 0.44%
6,888
-484
62
$843K 0.42%
6,378
+158
63
$843K 0.42%
10,448
+362
64
$838K 0.42%
16,774
+310
65
$816K 0.41%
8,089
+434
66
$807K 0.4%
21,950
-46
67
$785K 0.39%
9,466
+145
68
$779K 0.39%
3,820
+500
69
$779K 0.39%
47,385
+4,905
70
$779K 0.39%
9,986
+181
71
$774K 0.39%
16,535
+89
72
$758K 0.38%
63,580
-2,398
73
$742K 0.37%
74,280
+2,232
74
$708K 0.35%
2,701
+153
75
$706K 0.35%
50,070
+40
1 2
3
4 5