CFA

Cahill Financial Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 12.43%
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$736M
AUM Growth
-$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$3.94M
3
+$2M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.95M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.78M

Top Sells

1
+$8.46M
2
+$7.48M
3
+$3.19M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.94M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$793K

Sector Composition

1 Financials 3.88%
2 Technology 3.87%
3 Industrials 1.6%
4 Healthcare 0.99%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.44M 0.33%
14,081
-514
52
$2.42M 0.33%
4,618
+3
53
$2.4M 0.33%
5,118
+94
54
$2.29M 0.31%
26,897
+9
55
$2.25M 0.31%
39,099
-1,650
56
$2.24M 0.3%
75,064
+351
57
$2.23M 0.3%
75,071
-698
58
$2.21M 0.3%
22,134
-305
59
$2.16M 0.29%
11,327
+9
60
$2.13M 0.29%
67,345
-144
61
$2.1M 0.28%
7,623
+214
62
$2.09M 0.28%
16,407
-36
63
$2.06M 0.28%
24,658
+8
64
$2.04M 0.28%
40,627
+1,015
65
$2.02M 0.27%
6,571
66
$2.01M 0.27%
21,832
+80
67
$1.96M 0.27%
51,072
-2,332
68
$1.92M 0.26%
3,501
-1
69
$1.91M 0.26%
58,814
-8,412
70
$1.82M 0.25%
8,197
-397
71
$1.82M 0.25%
50,386
-9,431
72
$1.78M 0.24%
+17,799
73
$1.78M 0.24%
7,256
+239
74
$1.76M 0.24%
69,270
+5,689
75
$1.76M 0.24%
63,256
1 2
3
4 5