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
$618M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.9M
3
+$2.71M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.59M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.53M

Top Sells

1
+$16.5M
2
+$5.81M
3
+$2.27M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$1.5M
5
CVX icon
Chevron
CVX
+$1.31M

Sector Composition

1 Technology 3.68%
2 Financials 3.12%
3 Industrials 1.87%
4 Energy 1.08%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$593K 0.1%
3,585
-189
152
$580K 0.09%
29,698
+262
153
$580K 0.09%
1,423
+82
154
$551K 0.09%
3,811
+110
155
$537K 0.09%
1,098
+170
156
$535K 0.09%
4,584
+214
157
$524K 0.08%
10,640
+13
158
$518K 0.08%
1
159
$510K 0.08%
8,714
-1,807
160
$508K 0.08%
5,233
+32
161
$504K 0.08%
1,689
+1
162
$491K 0.08%
32,462
+313
163
$488K 0.08%
11,434
+73
164
$474K 0.08%
5,024
-170
165
$470K 0.08%
8,641
+2,666
166
$465K 0.08%
2,854
-1
167
$465K 0.08%
3,300
+414
168
$453K 0.07%
2,146
+504
169
$452K 0.07%
5,133
+50
170
$450K 0.07%
3,775
+15
171
$441K 0.07%
7,408
-108
172
$439K 0.07%
+8,732
173
$437K 0.07%
3,442
+759
174
$434K 0.07%
1,398
-1,963
175
$425K 0.07%
6,730
+89
5 6
7
8 9