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
$602M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$3.43M
3
+$2.8M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.56M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.86M

Top Sells

1
+$8.32M
2
+$4.58M
3
+$2.07M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.07M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$463K

Sector Composition

1 Technology 3.38%
2 Financials 3.14%
3 Industrials 1.73%
4 Energy 1.17%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.24M 0.21%
21,002
+1,328
102
$1.24M 0.21%
20,985
103
$1.22M 0.2%
25,420
+1,454
104
$1.22M 0.2%
40,588
-107
105
$1.2M 0.2%
45,742
106
$1.19M 0.2%
3,148
-13
107
$1.13M 0.19%
48,198
+3,226
108
$1.12M 0.19%
10,926
+492
109
$1.1M 0.18%
12,175
-163
110
$1.1M 0.18%
21,784
+13,052
111
$1.1M 0.18%
38,922
-28
112
$1.09M 0.18%
5,876
-10
113
$1.07M 0.18%
10,684
-15
114
$1.06M 0.18%
13,892
-391
115
$1.05M 0.17%
11,758
-23,199
116
$1.02M 0.17%
21,632
+453
117
$995K 0.17%
41,682
+1,669
118
$987K 0.16%
5,046
+4
119
$971K 0.16%
12,399
-873
120
$965K 0.16%
10,247
+1,218
121
$963K 0.16%
12,803
-1,137
122
$947K 0.16%
134,960
123
$933K 0.16%
3,419
-18
124
$931K 0.15%
13,635
-465
125
$929K 0.15%
13,031
+1,142
3 4
5
6 7