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
$731M
AUM Growth
+$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.97M
3
+$3.31M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.86M
5
BND icon
Vanguard Total Bond Market
BND
+$1.48M

Top Sells

1
+$7.09M
2
+$5.35M
3
+$4.71M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.7M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$4.22M

Sector Composition

1 Technology 4.36%
2 Financials 3.57%
3 Industrials 1.5%
4 Consumer Discretionary 1.02%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.7M 0.23%
13,270
-313
77
$1.64M 0.22%
59,370
-1,263
78
$1.6M 0.22%
3,230
+152
79
$1.57M 0.22%
20,146
-1,021
80
$1.51M 0.21%
46,790
+153
81
$1.51M 0.21%
8,508
-819
82
$1.49M 0.2%
56,833
+4,528
83
$1.42M 0.19%
20,130
-372
84
$1.4M 0.19%
58,832
+14
85
$1.4M 0.19%
2,391
-96
86
$1.36M 0.19%
42,105
+1,412
87
$1.35M 0.19%
26,496
-1,205
88
$1.35M 0.19%
11,555
+7
89
$1.33M 0.18%
2,519
+81
90
$1.3M 0.18%
10,372
+13
91
$1.3M 0.18%
34,500
-2,612
92
$1.27M 0.17%
34,120
-165
93
$1.26M 0.17%
87,464
-4,294
94
$1.25M 0.17%
35,917
+9
95
$1.25M 0.17%
50,460
+24
96
$1.24M 0.17%
20,247
+7,405
97
$1.24M 0.17%
24,569
-41,571
98
$1.23M 0.17%
22,482
+981
99
$1.22M 0.17%
12,039
+168
100
$1.2M 0.16%
7,490
+76
2 3
4
5 6