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
$410M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.07M
3
+$969K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$730K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$690K

Top Sells

1
+$2.61M
2
+$2.16M
3
+$1.97M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.68M

Sector Composition

1 Technology 4.2%
2 Financials 3.56%
3 Industrials 1.86%
4 Consumer Discretionary 1.69%
5 Healthcare 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$405K 0.1%
83,124
-619
152
$402K 0.1%
14,621
-3,369
153
$400K 0.1%
+6,400
154
$397K 0.1%
1,635
+72
155
$386K 0.09%
1
156
$372K 0.09%
5,557
-9
157
$354K 0.09%
9,473
-5,776
158
$351K 0.09%
+6,891
159
$347K 0.08%
2,449
160
$336K 0.08%
+3,282
161
$334K 0.08%
17,674
-650
162
$333K 0.08%
3,259
+114
163
$333K 0.08%
18,076
+170
164
$332K 0.08%
1,801
-23
165
$331K 0.08%
5,690
-25
166
$322K 0.08%
8,180
-112
167
$320K 0.08%
2,540
168
$303K 0.07%
3,336
169
$301K 0.07%
25,621
170
$300K 0.07%
24,524
+1,151
171
$298K 0.07%
13,790
-2,133
172
$296K 0.07%
1,554
+2
173
$294K 0.07%
31,039
-2,378
174
$293K 0.07%
599
-156
175
$290K 0.07%
3,661
5 6
7
8 9