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
$164M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.13M
3
+$1.05M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$529K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$492K

Top Sells

1
+$522K
2
+$343K
3
+$329K
4
QCOM icon
Qualcomm
QCOM
+$281K
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$216K

Sector Composition

1 Industrials 5.57%
2 Financials 3.05%
3 Technology 2.7%
4 Healthcare 1.74%
5 Communication Services 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$502K 0.31%
20,162
+5,022
77
$491K 0.3%
11,791
+454
78
$489K 0.3%
44,877
+7,152
79
$485K 0.3%
12,970
+159
80
$477K 0.29%
8,250
+84
81
$466K 0.28%
4,036
+299
82
$466K 0.28%
4,174
+2,189
83
$463K 0.28%
4,215
-1,500
84
$459K 0.28%
16,505
+6,099
85
$440K 0.27%
13,672
-329
86
$429K 0.26%
10,540
-1,125
87
$417K 0.25%
3,422
+200
88
$414K 0.25%
10,440
+500
89
$414K 0.25%
4,827
+113
90
$382K 0.23%
+4,650
91
$379K 0.23%
17,547
+402
92
$377K 0.23%
46,216
93
$369K 0.22%
+3,843
94
$365K 0.22%
6,459
-1,650
95
$341K 0.21%
6,076
-90
96
$332K 0.2%
+10,337
97
$306K 0.19%
7,332
+894
98
$300K 0.18%
6,000
99
$298K 0.18%
4,814
-790
100
$293K 0.18%
41,952
-4,904
2 3
4
5 6