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
$731M
AUM Growth
+$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.97M
3
+$3.31M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.86M
5
BND icon
Vanguard Total Bond Market
BND
+$1.48M

Top Sells

1
+$7.09M
2
+$5.35M
3
+$4.71M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.7M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$4.22M

Sector Composition

1 Technology 4.36%
2 Financials 3.57%
3 Industrials 1.5%
4 Consumer Discretionary 1.02%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$592K 0.08%
25,225
-117,233
152
$572K 0.08%
1,921
153
$564K 0.08%
1,851
+50
154
$559K 0.08%
6,611
+533
155
$558K 0.08%
10,490
+27
156
$554K 0.08%
21,077
-3,419
157
$551K 0.08%
10,384
-4,295
158
$546K 0.07%
+8,001
159
$542K 0.07%
4,910
160
$529K 0.07%
5,167
+1,841
161
$528K 0.07%
7,652
+110
162
$527K 0.07%
+5,497
163
$525K 0.07%
9,294
+73
164
$519K 0.07%
2,734
-5,406
165
$519K 0.07%
2,567
+18
166
$515K 0.07%
3,442
-387
167
$514K 0.07%
11,264
-864
168
$495K 0.07%
4,154
+295
169
$493K 0.07%
5,480
+2,189
170
$485K 0.07%
12,231
+249
171
$482K 0.07%
6,569
+44
172
$454K 0.06%
4,626
173
$453K 0.06%
7,790
-20
174
$450K 0.06%
6,946
-3,482
175
$440K 0.06%
3,954
-3
5 6
7
8 9