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
$602M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$3.43M
3
+$2.8M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.56M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.86M

Top Sells

1
+$8.32M
2
+$4.58M
3
+$2.07M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.07M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$463K

Sector Composition

1 Technology 3.38%
2 Financials 3.14%
3 Industrials 1.73%
4 Energy 1.17%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.47M 0.41%
29,918
+135
52
$2.44M 0.4%
5,671
-1
53
$2.42M 0.4%
45,177
+1,908
54
$2.41M 0.4%
58,861
+3,925
55
$2.36M 0.39%
14,789
+89
56
$2.28M 0.38%
77,445
-2,617
57
$2.19M 0.36%
44,343
+23
58
$2.15M 0.36%
4,272
-22
59
$2.09M 0.35%
85,939
+7,363
60
$2.08M 0.35%
51,727
-7,500
61
$2.07M 0.34%
75,549
+89
62
$2.04M 0.34%
8,326
63
$2.02M 0.34%
17,187
-658
64
$1.98M 0.33%
27,116
+7
65
$1.92M 0.32%
28,069
-1,084
66
$1.89M 0.31%
74,936
+1,298
67
$1.87M 0.31%
18,055
+20
68
$1.86M 0.31%
+20,955
69
$1.86M 0.31%
9,819
+16
70
$1.82M 0.3%
80,643
-7,395
71
$1.81M 0.3%
66,540
-673
72
$1.79M 0.3%
36,427
+107
73
$1.79M 0.3%
52,780
+2,724
74
$1.74M 0.29%
66,987
+435
75
$1.71M 0.28%
18,182
-779
1 2
3
4 5