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
$564M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$1.93M
3
+$1.7M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$1.63M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.49M

Top Sells

1
+$8.54M
2
+$1.57M
3
+$1.3M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.17M
5
O icon
Realty Income
O
+$989K

Sector Composition

1 Financials 3.41%
2 Technology 3.27%
3 Industrials 1.87%
4 Energy 1.12%
5 Healthcare 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$516K 0.09%
5,194
-1,182
152
$504K 0.09%
+1,341
153
$503K 0.09%
4,370
+524
154
$484K 0.09%
3,714
-2,819
155
$479K 0.09%
5,201
-329
156
$472K 0.08%
1,688
+72
157
$466K 0.08%
1
158
$458K 0.08%
7,516
-9
159
$455K 0.08%
3,701
160
$446K 0.08%
9,151
+440
161
$443K 0.08%
16,526
+16
162
$425K 0.08%
11,361
+28
163
$422K 0.07%
2,855
-422
164
$411K 0.07%
6,641
+799
165
$410K 0.07%
5,083
-249
166
$405K 0.07%
1,262
-111
167
$405K 0.07%
32,149
+905
168
$395K 0.07%
2,886
-190
169
$393K 0.07%
8,217
-168
170
$393K 0.07%
+5,305
171
$390K 0.07%
3,555
+282
172
$386K 0.07%
4,626
173
$383K 0.07%
15,716
-560
174
$366K 0.06%
4,416
-411
175
$358K 0.06%
928
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5 6
7
8 9