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
$731M
AUM Growth
+$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.97M
3
+$3.31M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.86M
5
BND icon
Vanguard Total Bond Market
BND
+$1.48M

Top Sells

1
+$7.09M
2
+$5.35M
3
+$4.71M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.7M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$4.22M

Sector Composition

1 Technology 4.36%
2 Financials 3.57%
3 Industrials 1.5%
4 Consumer Discretionary 1.02%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.56M 0.35%
77,631
-281
52
$2.47M 0.34%
22,979
-19,992
53
$2.44M 0.33%
75,678
+90
54
$2.43M 0.33%
8,595
-70
55
$2.43M 0.33%
41,049
+19
56
$2.42M 0.33%
12,996
+635
57
$2.35M 0.32%
26,630
+3,543
58
$2.34M 0.32%
26,565
-80,452
59
$2.34M 0.32%
19,260
+452
60
$2.18M 0.3%
24,936
+302
61
$2.15M 0.29%
16,311
+1,017
62
$2.15M 0.29%
67,418
+5,927
63
$2.12M 0.29%
53,404
+2,332
64
$2.09M 0.29%
59,027
-2,022
65
$2.07M 0.28%
6,571
66
$2.04M 0.28%
40,642
+2,694
67
$2.03M 0.28%
21,213
+421
68
$1.97M 0.27%
8,325
-711
69
$1.97M 0.27%
8,934
+1
70
$1.94M 0.26%
14,156
-402
71
$1.84M 0.25%
65,329
72
$1.82M 0.25%
52,907
+1,783
73
$1.81M 0.25%
21,608
+472
74
$1.77M 0.24%
35,395
-1,108
75
$1.74M 0.24%
64,816
+536
1 2
3
4 5