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
$474M
AUM Growth
+$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.6M
3
+$2.37M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.24M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.82M

Top Sells

1
+$4.16M
2
+$776K
3
+$593K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$426K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$391K

Sector Composition

1 Financials 3.56%
2 Technology 3.02%
3 Industrials 2.03%
4 Energy 1.11%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.4M 0.51%
63,612
+5,649
52
$2.37M 0.5%
39,761
+2,930
53
$2.35M 0.5%
61,627
+3,393
54
$2.25M 0.47%
43,918
+14,029
55
$2.11M 0.45%
29,314
-5,435
56
$2.07M 0.44%
82,420
-1,060
57
$2.06M 0.43%
9,627
+836
58
$1.98M 0.42%
44,151
-982
59
$1.97M 0.42%
3,902
+288
60
$1.95M 0.41%
5,471
+3,799
61
$1.94M 0.41%
137,958
-1,568
62
$1.92M 0.41%
20,266
+7,426
63
$1.82M 0.38%
18,914
+12,537
64
$1.82M 0.38%
+28,894
65
$1.77M 0.37%
21,630
-325
66
$1.75M 0.37%
52,112
+145
67
$1.75M 0.37%
63,696
+4,000
68
$1.73M 0.37%
8,372
-169
69
$1.72M 0.36%
52,652
+2,417
70
$1.68M 0.35%
9,841
+1,026
71
$1.51M 0.32%
27,901
+3,387
72
$1.5M 0.32%
12,643
+299
73
$1.5M 0.32%
14,597
-78
74
$1.49M 0.31%
33,018
-568
75
$1.48M 0.31%
24,636
1 2
3
4 5