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
$173M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$421K
2
+$415K
3
+$363K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$363K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$344K

Top Sells

1
+$872K
2
+$463K
3
+$437K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$368K
5
CHRW icon
C.H. Robinson
CHRW
+$314K

Sector Composition

1 Industrials 5.41%
2 Technology 3.11%
3 Financials 3%
4 Healthcare 1.71%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$547K 0.32%
4,261
+225
77
$544K 0.31%
11,140
-1,560
78
$530K 0.31%
12,958
-12
79
$523K 0.3%
46,377
+1,500
80
$514K 0.3%
8,250
81
$490K 0.28%
5,665
+838
82
$489K 0.28%
11,229
-562
83
$482K 0.28%
7,307
84
$478K 0.28%
16,559
+54
85
$470K 0.27%
10,560
+20
86
$457K 0.26%
4,650
87
$452K 0.26%
10,640
+200
88
$450K 0.26%
14,923
+4,586
89
$444K 0.26%
3,422
90
$430K 0.25%
13,677
+5
91
$421K 0.24%
17,547
92
$421K 0.24%
+6,694
93
$417K 0.24%
48,716
+2,500
94
$402K 0.23%
1,691
+442
95
$393K 0.23%
7,300
+1,300
96
$363K 0.21%
+12,291
97
$358K 0.21%
7,230
+1,620
98
$357K 0.21%
6,106
-353
99
$328K 0.19%
7,618
+286
100
$326K 0.19%
5,541
-535
2 3
4
5 6