CFA

Cahill Financial Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 12.43%
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$736M
AUM Growth
-$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$3.94M
3
+$2M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.95M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.78M

Top Sells

1
+$8.46M
2
+$7.48M
3
+$3.19M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.94M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$793K

Sector Composition

1 Financials 3.88%
2 Technology 3.87%
3 Industrials 1.6%
4 Healthcare 0.99%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.17M 0.16%
11,093
-725
102
$1.16M 0.16%
80,022
-43
103
$1.14M 0.16%
40,088
-4,519
104
$1.14M 0.16%
5,397
-4
105
$1.12M 0.15%
8,463
+521
106
$1.11M 0.15%
4,475
-41
107
$1.09M 0.15%
31,748
+8
108
$1.08M 0.15%
39,559
+2,256
109
$1.07M 0.15%
30,659
+6,457
110
$1.04M 0.14%
1,096
-41
111
$1.03M 0.14%
4,632
-209
112
$1.02M 0.14%
18,867
+465
113
$995K 0.14%
21,600
+588
114
$992K 0.13%
17,076
+37
115
$979K 0.13%
28,048
-4,134
116
$979K 0.13%
19,581
+4,551
117
$978K 0.13%
6,090
-621
118
$977K 0.13%
42,204
-11,292
119
$977K 0.13%
20,004
-3,084
120
$972K 0.13%
18,779
-4,146
121
$953K 0.13%
8,940
+406
122
$932K 0.13%
21,644
-614
123
$922K 0.13%
33,437
-88
124
$914K 0.12%
37,091
+515
125
$887K 0.12%
1,890
-6
3 4
5
6 7