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
$200M
AUM Growth
-$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.33M
3
+$954K
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$655K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$643K

Top Sells

1
+$2.38M
2
+$1.07M
3
+$943K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$829K
5
VUG icon
Vanguard Growth ETF
VUG
+$808K

Sector Composition

1 Industrials 5%
2 Financials 4.44%
3 Technology 3.63%
4 Healthcare 1.76%
5 Utilities 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$686K 0.34%
11,666
+3,022
77
$674K 0.34%
20,754
-1,015
78
$661K 0.33%
28,077
+638
79
$655K 0.33%
+10,854
80
$642K 0.32%
9,405
+1,074
81
$617K 0.31%
54,438
+6,330
82
$587K 0.29%
14,254
-177
83
$584K 0.29%
27,069
+4,023
84
$583K 0.29%
4,993
+1,279
85
$558K 0.28%
11,317
+323
86
$556K 0.28%
64,432
+1,048
87
$547K 0.27%
16,220
-1,272
88
$521K 0.26%
22,396
-212
89
$515K 0.26%
+12,465
90
$513K 0.26%
11,021
+3,300
91
$511K 0.26%
65,648
+5,211
92
$506K 0.25%
2,846
-46
93
$501K 0.25%
10,860
-1,149
94
$486K 0.24%
4,497
-172
95
$483K 0.24%
7,678
-1,104
96
$465K 0.23%
17,421
-1,895
97
$464K 0.23%
9,525
-181
98
$459K 0.23%
3,347
+697
99
$448K 0.22%
6,265
+730
100
$437K 0.22%
25,127
+2,300
2 3
4
5 6