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
$143M
AUM Growth
+$9.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$762K
2
+$554K
3
+$516K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$389K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$387K

Top Sells

1
+$303K
2
+$220K
3
+$206K
4
SMB icon
VanEck Short Muni ETF
SMB
+$184K
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$146K

Sector Composition

1 Industrials 5.76%
2 Financials 2.67%
3 Technology 2.59%
4 Healthcare 2.53%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$478K 0.33%
6,435
+878
77
$465K 0.32%
8,326
+333
78
$462K 0.32%
14,130
-560
79
$456K 0.32%
12,864
+99
80
$447K 0.31%
5,725
+1,806
81
$440K 0.31%
46,800
+110
82
$439K 0.31%
8,671
-2,885
83
$416K 0.29%
4,644
+259
84
$398K 0.28%
2,855
+347
85
$388K 0.27%
3,222
+1,190
86
$370K 0.26%
3,686
+42
87
$365K 0.25%
46,216
-2,557
88
$365K 0.25%
17,122
-48
89
$354K 0.25%
10,040
+2,380
90
$352K 0.25%
+8,029
91
$336K 0.23%
51,152
+1,736
92
$329K 0.23%
14,890
+3
93
$318K 0.22%
13,803
-143
94
$306K 0.21%
+2,649
95
$306K 0.21%
11,371
+3,405
96
$306K 0.21%
2,690
-35
97
$304K 0.21%
9,426
98
$299K 0.21%
10,397
-168
99
$293K 0.2%
18,100
+35
100
$290K 0.2%
3,424
-109
1 2 3
4
5