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
$445M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$3.89M
3
+$1.43M
4
VFH icon
Vanguard Financials ETF
VFH
+$1.27M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.12M

Top Sells

1
+$782K
2
+$760K
3
+$756K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$729K
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$616K

Sector Composition

1 Technology 4.13%
2 Financials 3.72%
3 Industrials 1.69%
4 Consumer Discretionary 1.65%
5 Healthcare 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.15M 0.48%
21,876
+7,464
52
$2.04M 0.46%
9,052
-777
53
$2.02M 0.45%
6,323
-130
54
$2.01M 0.45%
8,594
-4
55
$1.94M 0.44%
36,721
-4,644
56
$1.89M 0.43%
16,136
-166
57
$1.88M 0.42%
66,893
-5,582
58
$1.65M 0.37%
32,855
+9,834
59
$1.65M 0.37%
49,821
+697
60
$1.61M 0.36%
51,265
+2,839
61
$1.61M 0.36%
16,653
+2,009
62
$1.6M 0.36%
4,396
+1
63
$1.6M 0.36%
15,321
-1,879
64
$1.56M 0.35%
17,617
-308
65
$1.56M 0.35%
7,778
-194
66
$1.56M 0.35%
48,390
-5,985
67
$1.56M 0.35%
13,782
+1,957
68
$1.54M 0.35%
5,680
-1,325
69
$1.53M 0.35%
10,946
-50
70
$1.5M 0.34%
131,118
-37,319
71
$1.43M 0.32%
23,913
-727
72
$1.41M 0.32%
23,246
+532
73
$1.38M 0.31%
78,309
+9,874
74
$1.37M 0.31%
6,287
-109
75
$1.32M 0.3%
3,304
-446
1 2
3
4 5