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
$410M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.07M
3
+$969K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$730K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$690K

Top Sells

1
+$2.61M
2
+$2.16M
3
+$1.97M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.68M

Sector Composition

1 Technology 4.2%
2 Financials 3.56%
3 Industrials 1.86%
4 Consumer Discretionary 1.69%
5 Healthcare 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$602K 0.15%
23,784
+184
127
$598K 0.15%
2,670
+3
128
$576K 0.14%
47,696
+10,067
129
$557K 0.14%
8,666
-1,447
130
$548K 0.13%
7,951
+40
131
$548K 0.13%
29,931
+3,415
132
$541K 0.13%
4,055
-650
133
$520K 0.13%
21,204
+107
134
$510K 0.12%
24,804
-2,974
135
$509K 0.12%
3,777
-455
136
$506K 0.12%
13,078
-35
137
$504K 0.12%
5,146
+826
138
$493K 0.12%
6,379
+51
139
$484K 0.12%
15,170
-615
140
$479K 0.12%
+1,501
141
$464K 0.11%
978
-2
142
$461K 0.11%
+7,587
143
$457K 0.11%
3,956
+860
144
$452K 0.11%
15,228
-2,238
145
$443K 0.11%
2,007
+3
146
$430K 0.11%
+16,402
147
$422K 0.1%
26,190
-3,108
148
$417K 0.1%
1,051
+3
149
$415K 0.1%
7,596
-653
150
$411K 0.1%
+10,097
4 5
6
7 8