CFA

Cahill Financial Advisors Portfolio holdings

AUM $914M
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$9.28M
2
+$2.09M
3
+$1.77M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.68M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.61M

Top Sells

1
+$2.12M
2
+$1.6M
3
+$486K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$481K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$414K

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
151
$57K 0.02%
10,551
+252
152
– –
-10,747
153
– –
-25,522
154
– –
-2,011
3 4 5 6
7