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
$474M
AUM Growth
+$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.6M
3
+$2.37M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.24M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.82M

Top Sells

1
+$4.16M
2
+$776K
3
+$593K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$426K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$391K

Sector Composition

1 Financials 3.56%
2 Technology 3.02%
3 Industrials 2.03%
4 Energy 1.11%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.44M 0.3%
27,337
-2,647
77
$1.41M 0.3%
57,852
+2,474
78
$1.41M 0.3%
20,658
+976
79
$1.41M 0.3%
8,519
+6,755
80
$1.39M 0.29%
10,231
-455
81
$1.38M 0.29%
53,537
+6,840
82
$1.37M 0.29%
9,548
-1
83
$1.31M 0.28%
+52,272
84
$1.31M 0.28%
42,740
-1,920
85
$1.31M 0.28%
26,105
-310
86
$1.3M 0.28%
8,616
+1,162
87
$1.3M 0.27%
+6,571
88
$1.27M 0.27%
13,785
+121
89
$1.26M 0.27%
7,018
+9
90
$1.24M 0.26%
57,984
+587
91
$1.23M 0.26%
21,987
-5,940
92
$1.22M 0.26%
73,514
+14,508
93
$1.2M 0.25%
21,171
-162
94
$1.19M 0.25%
4,315
-192
95
$1.17M 0.25%
4,116
-38
96
$1.16M 0.24%
+60,288
97
$1.16M 0.24%
21,424
+936
98
$1.14M 0.24%
18,074
+811
99
$1.14M 0.24%
49,887
+3,027
100
$1.11M 0.23%
134,960
2 3
4
5 6