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
$618M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.9M
3
+$2.71M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.59M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.53M

Top Sells

1
+$16.5M
2
+$5.81M
3
+$2.27M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$1.5M
5
CVX icon
Chevron
CVX
+$1.31M

Sector Composition

1 Technology 3.68%
2 Financials 3.12%
3 Industrials 1.87%
4 Energy 1.08%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.73M 0.28%
50,056
+1,890
77
$1.72M 0.28%
66,552
+1,437
78
$1.69M 0.27%
17,271
+4,431
79
$1.67M 0.27%
8,905
+1
80
$1.66M 0.27%
21,555
+331
81
$1.62M 0.26%
12,462
+651
82
$1.61M 0.26%
66,197
-616
83
$1.6M 0.26%
6,571
84
$1.59M 0.26%
51,276
-996
85
$1.58M 0.26%
7,194
+156
86
$1.57M 0.25%
39,211
-12,339
87
$1.57M 0.25%
21,586
+1,340
88
$1.48M 0.24%
9,381
-471
89
$1.45M 0.23%
21,501
-646
90
$1.44M 0.23%
10,763
+780
91
$1.38M 0.22%
60,548
+2,062
92
$1.37M 0.22%
47,578
+5,443
93
$1.37M 0.22%
13,983
-59,541
94
$1.36M 0.22%
17,440
+97
95
$1.36M 0.22%
40,695
+55
96
$1.35M 0.22%
19,301
+538
97
$1.34M 0.22%
78,054
-254
98
$1.33M 0.22%
57,752
+6,768
99
$1.28M 0.21%
3,161
+20
100
$1.28M 0.21%
3,248
-278
2 3
4
5 6