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
$602M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$3.43M
3
+$2.8M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.56M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.86M

Top Sells

1
+$8.32M
2
+$4.58M
3
+$2.07M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.07M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$463K

Sector Composition

1 Technology 3.38%
2 Financials 3.14%
3 Industrials 1.73%
4 Energy 1.17%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$575K 0.1%
11,140
-777
152
$548K 0.09%
14,631
-5,652
153
$542K 0.09%
3,478
-107
154
$531K 0.09%
1
155
$528K 0.09%
3,640
-2,091
156
$528K 0.09%
29,737
+39
157
$523K 0.09%
3,781
-30
158
$510K 0.08%
5,472
+239
159
$506K 0.08%
1,289
-134
160
$461K 0.08%
11,289
-145
161
$454K 0.08%
2,848
-6
162
$447K 0.07%
3,295
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163
$443K 0.07%
1,681
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164
$443K 0.07%
8,534
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165
$439K 0.07%
8,714
166
$431K 0.07%
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167
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168
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169
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3,450
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170
$420K 0.07%
6,782
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171
$415K 0.07%
1,374
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172
$412K 0.07%
2,294
+924
173
$412K 0.07%
5,252
+119
174
$407K 0.07%
32,748
+286
175
$397K 0.07%
3,749
-26
5 6
7
8 9