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
$618M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.9M
3
+$2.71M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.59M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.53M

Top Sells

1
+$16.5M
2
+$5.81M
3
+$2.27M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$1.5M
5
CVX icon
Chevron
CVX
+$1.31M

Sector Composition

1 Technology 3.68%
2 Financials 3.12%
3 Industrials 1.87%
4 Energy 1.08%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.25M 0.2%
20,985
-156
102
$1.24M 0.2%
134,960
103
$1.23M 0.2%
19,674
+866
104
$1.22M 0.2%
45,742
+1,397
105
$1.22M 0.2%
5,886
-1,458
106
$1.2M 0.19%
23,966
-2,931
107
$1.15M 0.19%
38,950
+20
108
$1.13M 0.18%
14,283
+604
109
$1.11M 0.18%
10,434
+1,562
110
$1.11M 0.18%
13,272
-1,127
111
$1.09M 0.18%
13,940
-672
112
$1.07M 0.17%
10,699
+292
113
$1.06M 0.17%
44,972
+18,928
114
$1.02M 0.17%
40,013
-407
115
$1.02M 0.17%
5,042
-154
116
$1M 0.16%
21,179
-6
117
$1M 0.16%
12,338
+7,922
118
$975K 0.16%
14,100
-385
119
$950K 0.15%
7,016
-987
120
$928K 0.15%
3,907
-1,474
121
$893K 0.14%
11,889
+1,538
122
$892K 0.14%
+8,603
123
$883K 0.14%
9,029
-39
124
$847K 0.14%
35,248
+19,532
125
$846K 0.14%
3,437
-1,002
3 4
5
6 7