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
$240M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$2.1M
3
+$1.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.77M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.66M

Top Sells

1
+$2.23M
2
+$1.64M
3
+$497K
4
DD icon
DuPont de Nemours
DD
+$486K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$431K

Sector Composition

1 Industrials 4.56%
2 Technology 3.97%
3 Financials 3.86%
4 Healthcare 1.65%
5 Utilities 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$287K 0.12%
1,851
127
$284K 0.12%
5,377
+4
128
$281K 0.12%
8,314
129
$278K 0.12%
1,813
+4
130
$275K 0.11%
5,637
+61
131
$269K 0.11%
14,787
+1,775
132
$267K 0.11%
10,284
+48
133
$267K 0.11%
39,344
134
$260K 0.11%
9,396
+5
135
$260K 0.11%
4,853
-558
136
$256K 0.11%
+960
137
$256K 0.11%
1,448
+3
138
$255K 0.11%
+12,414
139
$254K 0.11%
+1,584
140
$254K 0.11%
1,135
141
$238K 0.1%
+6,000
142
$232K 0.1%
1,958
143
$230K 0.1%
2,580
-260
144
$221K 0.09%
17,467
+795
145
$218K 0.09%
3,734
146
$211K 0.09%
+2,750
147
$209K 0.09%
+845
148
$207K 0.09%
5,155
-1,422
149
$206K 0.09%
+1,690
150
$179K 0.07%
14,111
+1,635
3 4 5
6
7