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
$410M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.07M
3
+$969K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$730K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$690K

Top Sells

1
+$2.61M
2
+$2.16M
3
+$1.97M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.68M

Sector Composition

1 Technology 4.2%
2 Financials 3.56%
3 Industrials 1.86%
4 Consumer Discretionary 1.69%
5 Healthcare 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$282K 0.07%
2,614
+388
177
$281K 0.07%
3,714
+28
178
$280K 0.07%
2,461
-4,609
179
$278K 0.07%
5,965
+24
180
$267K 0.07%
2,461
181
$266K 0.06%
9,862
+34
182
$255K 0.06%
1,989
+3
183
$253K 0.06%
2,700
+3
184
$249K 0.06%
498
185
$244K 0.06%
885
-17
186
$232K 0.06%
+2,190
187
$229K 0.06%
+2,220
188
$229K 0.06%
761
-1,068
189
$229K 0.06%
4,137
-2,969
190
$228K 0.06%
10,800
+63
191
$226K 0.06%
+2,560
192
$223K 0.05%
2,842
+23
193
$221K 0.05%
+8,961
194
$217K 0.05%
+1,810
195
$216K 0.05%
+4,473
196
$210K 0.05%
+3,760
197
$208K 0.05%
+3,429
198
$207K 0.05%
+12,417
199
$206K 0.05%
+2,608
200
$176K 0.04%
16,607
-479
5 6 7
8
9