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
$532M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$5.33M
3
+$3.54M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$2.9M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$2.89M

Top Sells

1
+$3.7M
2
+$1.72M
3
+$1.09M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.04M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$745K

Sector Composition

1 Technology 3.73%
2 Financials 3.48%
3 Industrials 1.81%
4 Energy 1.36%
5 Consumer Discretionary 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.59M 0.3%
7,001
+7
77
$1.57M 0.3%
22,039
+661
78
$1.56M 0.29%
46,010
-2,070
79
$1.54M 0.29%
18,434
+415
80
$1.52M 0.29%
11,712
+425
81
$1.5M 0.28%
13,357
+1,032
82
$1.5M 0.28%
4,191
-102
83
$1.43M 0.27%
13,077
-4,019
84
$1.42M 0.27%
6,385
+129
85
$1.39M 0.26%
21,764
-2,350
86
$1.38M 0.26%
21,318
+42
87
$1.37M 0.26%
8,420
+560
88
$1.36M 0.26%
2,364
-20
89
$1.35M 0.25%
4,500
-419
90
$1.34M 0.25%
6,423
+3
91
$1.32M 0.25%
49,089
+2,587
92
$1.32M 0.25%
5,946
-1,132
93
$1.31M 0.25%
54,018
-2,118
94
$1.24M 0.23%
21,097
+347
95
$1.23M 0.23%
38,600
+6,242
96
$1.22M 0.23%
42,173
+3,917
97
$1.21M 0.23%
15,765
+1,331
98
$1.17M 0.22%
61,634
+12,705
99
$1.16M 0.22%
16,449
+1,206
100
$1.15M 0.22%
2,607
+356
2 3
4
5 6