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
$410M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.07M
3
+$969K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$730K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$690K

Top Sells

1
+$2.61M
2
+$2.16M
3
+$1.97M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.68M

Sector Composition

1 Technology 4.2%
2 Financials 3.56%
3 Industrials 1.86%
4 Consumer Discretionary 1.69%
5 Healthcare 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$843K 0.21%
66,707
+4,196
102
$827K 0.2%
16,039
+146
103
$784K 0.19%
4,766
+1,402
104
$773K 0.19%
2,817
-136
105
$758K 0.19%
13,776
+2,664
106
$756K 0.18%
4,271
+1,341
107
$751K 0.18%
10,391
+61
108
$750K 0.18%
12,189
+1,302
109
$732K 0.18%
11,004
+9
110
$729K 0.18%
2,033
-182
111
$716K 0.17%
7,202
112
$713K 0.17%
4,435
+888
113
$712K 0.17%
7,315
+1,106
114
$708K 0.17%
4,437
-2,382
115
$707K 0.17%
3,418
-2,384
116
$704K 0.17%
19,875
+1,350
117
$698K 0.17%
3,261
+137
118
$690K 0.17%
+6,865
119
$647K 0.16%
5,470
+3
120
$641K 0.16%
6,200
121
$637K 0.16%
14,362
+440
122
$623K 0.15%
8,280
+14
123
$622K 0.15%
2,935
124
$606K 0.15%
23,570
+1,083
125
$605K 0.15%
3,970
+1,157
3 4
5
6 7