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
$154M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$635K
3
+$615K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$587K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$522K

Top Sells

1
+$349K
2
+$306K
3
+$293K
4
NXPI icon
NXP Semiconductors
NXPI
+$207K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$203K

Sector Composition

1 Industrials 5.36%
2 Technology 2.94%
3 Financials 2.71%
4 Healthcare 2.39%
5 Communication Services 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$483K 0.31%
8,166
-160
77
$482K 0.31%
12,811
-53
78
$480K 0.31%
11,665
-587
79
$471K 0.31%
11,337
+3
80
$452K 0.29%
2,907
+52
81
$445K 0.29%
5,725
82
$430K 0.28%
14,001
-129
83
$429K 0.28%
8,109
-562
84
$423K 0.28%
4,714
+70
85
$400K 0.26%
9,940
-100
86
$396K 0.26%
17,145
+23
87
$392K 0.25%
37,725
+10,902
88
$391K 0.25%
3,737
+51
89
$389K 0.25%
+15,140
90
$381K 0.25%
6,166
-1,641
91
$372K 0.24%
3,222
92
$365K 0.24%
46,216
93
$365K 0.24%
22,513
-11,836
94
$358K 0.23%
5,604
+2,374
95
$343K 0.22%
6,334
-2,320
96
$329K 0.21%
14,892
+2
97
$326K 0.21%
9,426
98
$325K 0.21%
46,856
-4,296
99
$308K 0.2%
3,425
+1
100
$291K 0.19%
12,507
-1,296
2 3
4
5 6