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
$410M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.07M
3
+$969K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$730K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$690K

Top Sells

1
+$2.61M
2
+$2.16M
3
+$1.97M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.68M

Sector Composition

1 Technology 4.2%
2 Financials 3.56%
3 Industrials 1.86%
4 Consumer Discretionary 1.69%
5 Healthcare 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21M 0.3%
7,820
+200
77
$1.17M 0.29%
43,490
-600
78
$1.17M 0.29%
3,314
-220
79
$1.16M 0.28%
50,545
+1,013
80
$1.15M 0.28%
12,591
-71
81
$1.15M 0.28%
5,251
+182
82
$1.14M 0.28%
68,435
+35,162
83
$1.13M 0.28%
134,960
84
$1.13M 0.28%
19,442
+92
85
$1.12M 0.27%
10,681
+335
86
$1.1M 0.27%
35,641
-644
87
$1.09M 0.27%
17,095
-172
88
$1.09M 0.27%
10,833
-1,133
89
$1.07M 0.26%
+23,021
90
$1.05M 0.26%
26,109
+2,510
91
$1.04M 0.25%
2,775
+12
92
$1.03M 0.25%
9,492
-4,600
93
$1M 0.25%
19,737
-13,083
94
$952K 0.23%
2,577
+226
95
$910K 0.22%
9,786
+477
96
$904K 0.22%
7,873
-1,222
97
$871K 0.21%
27,393
-196
98
$856K 0.21%
13,480
+1,182
99
$851K 0.21%
13,696
-105
100
$849K 0.21%
49,266
-2,995
2 3
4
5 6