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
$240M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$2.1M
3
+$1.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.77M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.66M

Top Sells

1
+$2.23M
2
+$1.64M
3
+$497K
4
DD icon
DuPont de Nemours
DD
+$486K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$431K

Sector Composition

1 Industrials 4.56%
2 Technology 3.97%
3 Financials 3.86%
4 Healthcare 1.65%
5 Utilities 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$474K 0.2%
25,434
-356
102
$436K 0.18%
+3,231
103
$435K 0.18%
3,002
+3
104
$429K 0.18%
14,194
+62
105
$429K 0.18%
7,815
-1,710
106
$421K 0.18%
1,700
-29
107
$421K 0.18%
+2,616
108
$413K 0.17%
36,342
-37,938
109
$405K 0.17%
8,057
+1,347
110
$404K 0.17%
5,031
+50
111
$400K 0.17%
9,103
+113
112
$381K 0.16%
4,176
+3
113
$369K 0.15%
9,540
+48
114
$364K 0.15%
5,750
+2
115
$361K 0.15%
13,889
+1,152
116
$361K 0.15%
69,920
-2,194
117
$341K 0.14%
4,656
+208
118
$339K 0.14%
4,176
-159
119
$329K 0.14%
5,907
+7
120
$321K 0.13%
8,273
-818
121
$317K 0.13%
9,818
-1,017
122
$307K 0.13%
5,220
123
$307K 0.13%
14,525
-1,295
124
$295K 0.12%
4,400
-59
125
$288K 0.12%
11,702
-408
3 4
5
6 7