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
$240M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$2.1M
3
+$1.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.77M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.66M

Top Sells

1
+$2.23M
2
+$1.64M
3
+$497K
4
DD icon
DuPont de Nemours
DD
+$486K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$431K

Sector Composition

1 Industrials 4.56%
2 Technology 3.97%
3 Financials 3.86%
4 Healthcare 1.65%
5 Utilities 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.6%
9,171
-175
52
$1.4M 0.58%
18,189
-149
53
$1.27M 0.53%
23,739
-2,057
54
$1.26M 0.53%
4,429
+416
55
$1.26M 0.52%
15,790
-43
56
$1.25M 0.52%
5,311
-48
57
$1.19M 0.5%
9,684
+86
58
$1.18M 0.49%
11,314
-803
59
$1.15M 0.48%
90,666
+36,228
60
$1.13M 0.47%
20,859
-2,378
61
$1.12M 0.47%
8,004
+293
62
$1.1M 0.46%
21,477
+69
63
$1.09M 0.45%
8,022
-67
64
$1.02M 0.42%
6,393
+15
65
$1.01M 0.42%
35,656
+1,413
66
$972K 0.4%
16,429
-226
67
$955K 0.4%
34,416
-375
68
$932K 0.39%
6,667
-221
69
$924K 0.38%
3,816
-4
70
$914K 0.38%
10,234
-214
71
$898K 0.37%
20,877
-1,073
72
$896K 0.37%
11,084
+1,679
73
$870K 0.36%
8,054
-35
74
$868K 0.36%
16,786
+12
75
$858K 0.36%
16,418
-117
1 2
3
4 5