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
$445M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$3.89M
3
+$1.43M
4
VFH icon
Vanguard Financials ETF
VFH
+$1.27M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.12M

Top Sells

1
+$782K
2
+$760K
3
+$756K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$729K
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$616K

Sector Composition

1 Technology 4.13%
2 Financials 3.72%
3 Industrials 1.69%
4 Consumer Discretionary 1.65%
5 Healthcare 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.31M 0.3%
5,987
-12
77
$1.31M 0.29%
21,180
+15
78
$1.29M 0.29%
5,251
79
$1.28M 0.29%
7,460
-360
80
$1.27M 0.29%
3,214
-100
81
$1.27M 0.29%
+14,048
82
$1.26M 0.28%
14,489
-499
83
$1.26M 0.28%
43,320
-170
84
$1.2M 0.27%
11,420
+739
85
$1.17M 0.26%
10,625
+1,133
86
$1.17M 0.26%
11,797
-794
87
$1.16M 0.26%
35,953
+312
88
$1.16M 0.26%
17,886
+5,697
89
$1.13M 0.25%
10,677
-156
90
$1.11M 0.25%
26,521
+412
91
$1.1M 0.25%
19,646
+204
92
$1.03M 0.23%
9,576
+2,711
93
$1.02M 0.23%
47,158
-3,387
94
$1.02M 0.23%
18,149
+1,054
95
$1.01M 0.23%
10,637
+851
96
$991K 0.22%
47,696
97
$985K 0.22%
49,008
-258
98
$969K 0.22%
2,561
-16
99
$957K 0.22%
134,960
100
$943K 0.21%
14,454
+974
2 3
4
5 6