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
$164M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.13M
3
+$1.05M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$529K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$492K

Top Sells

1
+$522K
2
+$343K
3
+$329K
4
QCOM icon
Qualcomm
QCOM
+$281K
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$216K

Sector Composition

1 Industrials 5.57%
2 Financials 3.05%
3 Technology 2.7%
4 Healthcare 1.74%
5 Communication Services 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$289K 0.18%
12,337
-170
102
$288K 0.18%
3,425
103
$283K 0.17%
+16,584
104
$282K 0.17%
1,249
+53
105
$278K 0.17%
+3,431
106
$276K 0.17%
5,610
107
$270K 0.16%
3,750
-1,975
108
$264K 0.16%
1,646
+4
109
$258K 0.16%
14,350
110
$242K 0.15%
8,133
-1,293
111
$237K 0.14%
7,335
112
$236K 0.14%
25,281
+22
113
$236K 0.14%
2,034
114
$232K 0.14%
3,798
-138
115
$230K 0.14%
1,991
116
$227K 0.14%
2,266
117
$223K 0.14%
+3,221
118
$216K 0.13%
3,060
119
$213K 0.13%
14,323
-8,190
120
$212K 0.13%
2,048
+1
121
$212K 0.13%
+3,842
122
$208K 0.13%
+3,550
123
$208K 0.13%
+7,225
124
$207K 0.13%
5,360
125
$206K 0.13%
+9,308
2 3 4
5
6