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
$164M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$1.16M
2 +$1.13M
3 +$1.05M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$529K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$492K

Top Sells

1 +$522K
2 +$343K
3 +$329K
4
QCOM icon
Qualcomm
QCOM
+$281K
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$216K

Sector Composition

1 Industrials 5.57%
2 Financials 3.05%
3 Technology 2.7%
4 Healthcare 1.74%
5 Communication Services 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$202K 0.12%
2,524
+43
127
$134K 0.08%
10,905
+337
128
-5,863
129
-4,100
130
-6,334
131
-14,892
132
-7,845