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
$216M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.88M
3
+$808K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$792K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$640K

Top Sells

1
+$2.33M
2
+$1.49M
3
+$1.24M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.18M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$822K

Sector Composition

1 Technology 5.25%
2 Financials 4.36%
3 Industrials 3.24%
4 Utilities 1.44%
5 Healthcare 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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165
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3 4 5 6
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