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
$445M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$3.89M
3
+$1.43M
4
VFH icon
Vanguard Financials ETF
VFH
+$1.27M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.12M

Top Sells

1
+$782K
2
+$760K
3
+$756K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$729K
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$616K

Sector Composition

1 Technology 4.13%
2 Financials 3.72%
3 Industrials 1.69%
4 Consumer Discretionary 1.65%
5 Healthcare 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$451K 0.1%
1,053
+2
152
$448K 0.1%
14,712
+91
153
$443K 0.1%
25,470
-720
154
$439K 0.1%
1,912
-95
155
$438K 0.1%
14,416
-812
156
$419K 0.09%
1
157
$405K 0.09%
2,450
+1
158
$400K 0.09%
7,240
-356
159
$393K 0.09%
5,562
+5
160
$388K 0.09%
83,225
+101
161
$378K 0.09%
599
162
$371K 0.08%
+4,767
163
$365K 0.08%
9,449
-24
164
$361K 0.08%
24,324
-200
165
$357K 0.08%
3,157
-102
166
$348K 0.08%
2,954
+764
167
$342K 0.08%
8,222
+42
168
$339K 0.08%
17,574
-100
169
$330K 0.07%
10,039
-5,131
170
$319K 0.07%
18,620
+544
171
$316K 0.07%
25,621
172
$314K 0.07%
31,039
173
$314K 0.07%
3,661
174
$309K 0.07%
3,341
+5
175
$306K 0.07%
2,652
+191
5 6
7
8 9