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
$602M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$3.43M
3
+$2.8M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.56M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.86M

Top Sells

1
+$8.32M
2
+$4.58M
3
+$2.07M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.07M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$463K

Sector Composition

1 Technology 3.38%
2 Financials 3.14%
3 Industrials 1.73%
4 Energy 1.17%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.7M 0.28%
36,055
+152
77
$1.61M 0.27%
3,939
-10
78
$1.61M 0.27%
9,089
+184
79
$1.61M 0.27%
18,042
-1,972
80
$1.6M 0.27%
21,871
+316
81
$1.6M 0.27%
39,361
+150
82
$1.55M 0.26%
7,292
+98
83
$1.55M 0.26%
12,165
-297
84
$1.54M 0.26%
6,571
85
$1.54M 0.26%
51,276
86
$1.53M 0.25%
65,379
-818
87
$1.45M 0.24%
15,247
+1,264
88
$1.44M 0.24%
20,867
-719
89
$1.4M 0.23%
9,977
-786
90
$1.39M 0.23%
9,151
-230
91
$1.39M 0.23%
49,227
+1,649
92
$1.39M 0.23%
21,529
+28
93
$1.38M 0.23%
61,604
+1,056
94
$1.35M 0.22%
18,790
+1,519
95
$1.33M 0.22%
19,582
+281
96
$1.31M 0.22%
14,251
+5,648
97
$1.3M 0.22%
17,479
+39
98
$1.3M 0.22%
78,231
+177
99
$1.27M 0.21%
57,538
-214
100
$1.25M 0.21%
3,148
-100
2 3
4
5 6