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
$532M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$5.33M
3
+$3.54M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$2.9M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$2.89M

Top Sells

1
+$3.7M
2
+$1.72M
3
+$1.09M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.04M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$745K

Sector Composition

1 Technology 3.73%
2 Financials 3.48%
3 Industrials 1.81%
4 Energy 1.36%
5 Consumer Discretionary 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.14M 0.21%
39,410
-910
102
$1.12M 0.21%
2,703
+151
103
$1.12M 0.21%
63,579
-724
104
$1.11M 0.21%
22,355
105
$1.09M 0.21%
10,683
+2
106
$1.09M 0.2%
12,636
+646
107
$1.07M 0.2%
15,480
-476
108
$1.05M 0.2%
22,515
+200
109
$1.02M 0.19%
19,293
-7,468
110
$997K 0.19%
5,126
+134
111
$978K 0.18%
134,960
112
$976K 0.18%
6,522
+2,019
113
$943K 0.18%
24,831
+1,315
114
$941K 0.18%
9,320
-1,462
115
$926K 0.17%
9,345
+2,029
116
$921K 0.17%
13,411
+2,807
117
$918K 0.17%
25,204
-2,426
118
$914K 0.17%
8,922
-1,691
119
$904K 0.17%
11,652
-1,357
120
$894K 0.17%
17,335
+10,521
121
$893K 0.17%
15,325
+976
122
$890K 0.17%
3,206
-229
123
$883K 0.17%
4,700
-461
124
$882K 0.17%
17,233
-1,647
125
$871K 0.16%
17,583
+3,467
3 4
5
6 7