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
$474M
AUM Growth
+$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.6M
3
+$2.37M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.24M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.82M

Top Sells

1
+$4.16M
2
+$776K
3
+$593K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$426K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$391K

Sector Composition

1 Financials 3.56%
2 Technology 3.02%
3 Industrials 2.03%
4 Energy 1.11%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.11M 0.23%
2,868
+72
102
$1.11M 0.23%
14,609
+1,279
103
$1.06M 0.22%
45,357
+2,866
104
$1.04M 0.22%
5,863
-11
105
$1.04M 0.22%
+41,706
106
$1.03M 0.22%
47,452
+15,944
107
$1.02M 0.22%
16,819
+857
108
$1M 0.21%
22,485
+130
109
$995K 0.21%
2,978
+315
110
$959K 0.2%
8,484
+229
111
$948K 0.2%
5,775
-196
112
$945K 0.2%
16,234
+229
113
$931K 0.2%
1,972
-24
114
$892K 0.19%
39,380
-30
115
$865K 0.18%
5,296
+1,022
116
$857K 0.18%
7,036
+403
117
$851K 0.18%
5,204
-1,223
118
$849K 0.18%
36,660
-11,434
119
$846K 0.18%
17,573
-596
120
$836K 0.18%
5,004
-61
121
$815K 0.17%
21,925
+160
122
$812K 0.17%
9,911
+68
123
$803K 0.17%
16,075
+2,022
124
$797K 0.17%
16,563
+1,580
125
$765K 0.16%
11,565
+277
3 4
5
6 7