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
$445M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$3.89M
3
+$1.43M
4
VFH icon
Vanguard Financials ETF
VFH
+$1.27M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.12M

Top Sells

1
+$782K
2
+$760K
3
+$756K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$729K
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$616K

Sector Composition

1 Technology 4.13%
2 Financials 3.72%
3 Industrials 1.69%
4 Consumer Discretionary 1.65%
5 Healthcare 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$663K 0.15%
14,515
+153
127
$657K 0.15%
24,164
+380
128
$647K 0.15%
5,212
-258
129
$618K 0.14%
2,672
+2
130
$618K 0.14%
14,681
+4,584
131
$612K 0.14%
3,935
-35
132
$603K 0.14%
9,013
+347
133
$601K 0.14%
11,957
-7,780
134
$598K 0.13%
5,769
-1,546
135
$577K 0.13%
984
+6
136
$577K 0.13%
1,979
+344
137
$576K 0.13%
4,045
-10
138
$574K 0.13%
7,980
+29
139
$571K 0.13%
1,610
+109
140
$570K 0.13%
24,878
+74
141
$567K 0.13%
+8,151
142
$564K 0.13%
21,201
-3
143
$554K 0.12%
4,383
+427
144
$546K 0.12%
13,240
+162
145
$546K 0.12%
6,400
+21
146
$540K 0.12%
+5,344
147
$540K 0.12%
5,137
+1,855
148
$533K 0.12%
3,792
+15
149
$506K 0.11%
5,259
+113
150
$472K 0.11%
4,546
-2,656
4 5
6
7 8