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
$200M
AUM Growth
-$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.33M
3
+$954K
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$655K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$643K

Top Sells

1
+$2.38M
2
+$1.07M
3
+$943K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$829K
5
VUG icon
Vanguard Growth ETF
VUG
+$808K

Sector Composition

1 Industrials 5%
2 Financials 4.44%
3 Technology 3.63%
4 Healthcare 1.76%
5 Utilities 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-7,628
152
– –
-10,000
153
– –
-550
154
– –
-3,011
155
– –
-50,393
156
– –
-5,015
157
– –
-4,534
158
– –
-15,349
159
– –
-3,913
3 4 5 6
7