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
$410M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.07M
3
+$969K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$730K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$690K

Top Sells

1
+$2.61M
2
+$2.16M
3
+$1.97M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.68M

Sector Composition

1 Technology 4.2%
2 Financials 3.56%
3 Industrials 1.86%
4 Consumer Discretionary 1.69%
5 Healthcare 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.48%
72,475
+158
52
$1.97M 0.48%
6,453
-353
53
$1.89M 0.46%
16,302
-803
54
$1.87M 0.46%
108,771
+33,870
55
$1.82M 0.44%
8,598
-217
56
$1.8M 0.44%
8,922
+261
57
$1.74M 0.42%
17,200
+7,221
58
$1.72M 0.42%
54,375
-1,015
59
$1.7M 0.42%
7,005
-1,408
60
$1.56M 0.38%
4,395
+1
61
$1.54M 0.38%
17,925
-574
62
$1.49M 0.36%
48,426
-1,851
63
$1.48M 0.36%
6,396
+43
64
$1.48M 0.36%
7,972
+8
65
$1.45M 0.35%
49,124
+1,508
66
$1.41M 0.34%
24,640
-99
67
$1.4M 0.34%
10,996
+961
68
$1.4M 0.34%
3,750
+809
69
$1.39M 0.34%
14,644
+6,119
70
$1.31M 0.32%
+14,412
71
$1.3M 0.32%
5,999
-148
72
$1.28M 0.31%
11,825
+197
73
$1.25M 0.31%
21,165
-99
74
$1.25M 0.3%
14,988
-805
75
$1.25M 0.3%
22,714
-56
1 2
3
4 5