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
$532M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$5.33M
3
+$3.54M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$2.9M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$2.89M

Top Sells

1
+$3.7M
2
+$1.72M
3
+$1.09M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.04M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$745K

Sector Composition

1 Technology 3.73%
2 Financials 3.48%
3 Industrials 1.81%
4 Energy 1.36%
5 Consumer Discretionary 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$544K 0.1%
30,473
-11,030
152
$535K 0.1%
4,056
+33
153
$531K 0.1%
19,264
+3,770
154
$529K 0.1%
1
155
$518K 0.1%
2,935
-328
156
$512K 0.1%
+12,874
157
$511K 0.1%
9,213
+279
158
$499K 0.09%
8,185
-4,593
159
$490K 0.09%
4,575
+1,464
160
$471K 0.09%
1,034
+50
161
$469K 0.09%
11,384
-889
162
$459K 0.09%
1,853
-220
163
$456K 0.09%
+2,123
164
$439K 0.08%
2,612
-704
165
$411K 0.08%
24,293
+193
166
$411K 0.08%
8,477
-392
167
$408K 0.08%
20,095
+119
168
$407K 0.08%
4,106
-212
169
$405K 0.08%
4,626
170
$399K 0.08%
5,789
171
$398K 0.07%
5,061
172
$396K 0.07%
4,789
-250
173
$386K 0.07%
+14,670
174
$362K 0.07%
1,763
+1
175
$361K 0.07%
+10,800
5 6
7
8 9