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
$173M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$421K
2
+$415K
3
+$363K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$363K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$344K

Top Sells

1
+$872K
2
+$463K
3
+$437K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$368K
5
CHRW icon
C.H. Robinson
CHRW
+$314K

Sector Composition

1 Industrials 5.41%
2 Technology 3.11%
3 Financials 3%
4 Healthcare 1.71%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$321K 0.19%
42,376
+424
102
$317K 0.18%
9,839
+2,614
103
$301K 0.17%
16,100
+1,750
104
$297K 0.17%
3,658
+227
105
$288K 0.17%
16,584
106
$277K 0.16%
3,076
-349
107
$276K 0.16%
1,941
-50
108
$271K 0.16%
1,651
+5
109
$261K 0.15%
3,060
110
$256K 0.15%
3,618
+397
111
$256K 0.15%
26,802
+1,521
112
$255K 0.15%
8,133
113
$255K 0.15%
3,902
+104
114
$254K 0.15%
2,034
115
$248K 0.14%
+6,350
116
$238K 0.14%
4,028
-786
117
$232K 0.13%
7,335
118
$231K 0.13%
2,050
+2
119
$230K 0.13%
2,266
120
$230K 0.13%
3,475
-75
121
$224K 0.13%
2,536
+12
122
$223K 0.13%
5,360
123
$220K 0.13%
9,309
+1
124
$220K 0.13%
+8,694
125
$215K 0.12%
3,862
+20
2 3 4
5
6