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
$618M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.9M
3
+$2.71M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.59M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.53M

Top Sells

1
+$16.5M
2
+$5.81M
3
+$2.27M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$1.5M
5
CVX icon
Chevron
CVX
+$1.31M

Sector Composition

1 Technology 3.68%
2 Financials 3.12%
3 Industrials 1.87%
4 Energy 1.08%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.53M 0.41%
5,672
-2,825
52
$2.52M 0.41%
68,344
+12,020
53
$2.43M 0.39%
14,700
+601
54
$2.39M 0.39%
43,269
+2,673
55
$2.34M 0.38%
27,109
+2,468
56
$2.31M 0.37%
54,936
+3,864
57
$2.28M 0.37%
44,320
-1
58
$2.28M 0.37%
94,092
+15,612
59
$2.25M 0.36%
75,460
-2,600
60
$2.12M 0.34%
8,326
+21
61
$2.08M 0.34%
88,038
-2,349
62
$2.06M 0.33%
4,294
+146
63
$2.06M 0.33%
29,153
-1,393
64
$2.03M 0.33%
59,227
-4,000
65
$1.99M 0.32%
78,576
+18,201
66
$1.95M 0.32%
9,803
+936
67
$1.93M 0.31%
73,638
+57,112
68
$1.91M 0.31%
17,845
+14,290
69
$1.91M 0.31%
18,035
-64
70
$1.88M 0.3%
67,213
+6,319
71
$1.87M 0.3%
20,014
-1,057
72
$1.85M 0.3%
18,961
-169,013
73
$1.82M 0.29%
3,949
+487
74
$1.79M 0.29%
35,903
+2,363
75
$1.79M 0.29%
36,320
+9,218
1 2
3
4 5