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
$618M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.9M
3
+$2.71M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.59M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.53M

Top Sells

1
+$16.5M
2
+$5.81M
3
+$2.27M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$1.5M
5
CVX icon
Chevron
CVX
+$1.31M

Sector Composition

1 Technology 3.68%
2 Financials 3.12%
3 Industrials 1.87%
4 Energy 1.08%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$839K 0.14%
11,282
-95
127
$834K 0.13%
5,731
+2,017
128
$799K 0.13%
24,488
+3,318
129
$776K 0.13%
20,283
+378
130
$774K 0.13%
2,813
-121
131
$761K 0.12%
+8,155
132
$745K 0.12%
21,537
+497
133
$739K 0.12%
78,978
-2,134
134
$738K 0.12%
+14,735
135
$735K 0.12%
11,828
+429
136
$729K 0.12%
5,265
+57
137
$716K 0.12%
1,330
-437
138
$716K 0.12%
29,057
+118
139
$706K 0.11%
13,761
+2,685
140
$685K 0.11%
5,663
-104
141
$671K 0.11%
13,608
+4,457
142
$649K 0.11%
3,479
+19
143
$639K 0.1%
1,731
+469
144
$639K 0.1%
15,100
+5,410
145
$626K 0.1%
24,814
-256
146
$624K 0.1%
24,958
-5,330
147
$624K 0.1%
2,716
+326
148
$615K 0.1%
21,431
+10,129
149
$609K 0.1%
30,188
+1,731
150
$603K 0.1%
11,917
+3,700
4 5
6
7 8