CFA

Cahill Financial Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 12.43%
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$736M
AUM Growth
-$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$3.94M
3
+$2M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.95M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.78M

Top Sells

1
+$8.46M
2
+$7.48M
3
+$3.19M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.94M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$793K

Sector Composition

1 Financials 3.88%
2 Technology 3.87%
3 Industrials 1.6%
4 Healthcare 0.99%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.75M 0.24%
21,403
-20
77
$1.73M 0.24%
66,032
+5,097
78
$1.71M 0.23%
53,419
+187
79
$1.66M 0.23%
54,947
-3,000
80
$1.64M 0.22%
4,679
+22
81
$1.6M 0.22%
12,431
-844
82
$1.58M 0.21%
26,425
+1,949
83
$1.49M 0.2%
12,498
-106
84
$1.48M 0.2%
7,207
-92
85
$1.47M 0.2%
19,462
86
$1.45M 0.2%
13,397
+379
87
$1.42M 0.19%
20,187
+32
88
$1.42M 0.19%
46,132
89
$1.37M 0.19%
50,948
-7,275
90
$1.34M 0.18%
26,800
-2,663
91
$1.32M 0.18%
26,618
-1,063
92
$1.3M 0.18%
5,164
+219
93
$1.26M 0.17%
40,863
+67
94
$1.24M 0.17%
2,415
+179
95
$1.23M 0.17%
2,271
+296
96
$1.22M 0.17%
2,729
+24
97
$1.22M 0.17%
33,968
+5,028
98
$1.2M 0.16%
9,855
-495
99
$1.18M 0.16%
11,996
100
$1.17M 0.16%
27,725
+4,633
2 3
4
5 6