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
$532M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$5.33M
3
+$3.54M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$2.9M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$2.89M

Top Sells

1
+$3.7M
2
+$1.72M
3
+$1.09M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.04M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$745K

Sector Composition

1 Technology 3.73%
2 Financials 3.48%
3 Industrials 1.81%
4 Energy 1.36%
5 Consumer Discretionary 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.65M 0.5%
39,907
-345
52
$2.59M 0.49%
84,470
-1,200
53
$2.57M 0.48%
103,164
+89,546
54
$2.55M 0.48%
138,808
-2,936
55
$2.45M 0.46%
55,115
+2,941
56
$2.45M 0.46%
33,616
+5,759
57
$2.4M 0.45%
45,759
+966
58
$2.24M 0.42%
8,527
-1,663
59
$2.21M 0.41%
31,721
+420
60
$2.17M 0.41%
40,230
+116
61
$2.17M 0.41%
21,902
-171
62
$2.02M 0.38%
9,519
+339
63
$2M 0.38%
27,237
+137
64
$1.98M 0.37%
52,371
-571
65
$1.93M 0.36%
23,322
+566
66
$1.91M 0.36%
8,837
-532
67
$1.84M 0.35%
33,491
-1,445
68
$1.84M 0.35%
11,083
-2,694
69
$1.83M 0.34%
3,587
+262
70
$1.8M 0.34%
63,696
+12,000
71
$1.72M 0.32%
+24,636
72
$1.68M 0.32%
10,332
-1,268
73
$1.68M 0.32%
51,677
-539
74
$1.63M 0.31%
13,123
+328
75
$1.63M 0.31%
58,025
-6,496
1 2
3
4 5