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
$445M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$3.89M
3
+$1.43M
4
VFH icon
Vanguard Financials ETF
VFH
+$1.27M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.12M

Top Sells

1
+$782K
2
+$760K
3
+$756K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$729K
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$616K

Sector Composition

1 Technology 4.13%
2 Financials 3.72%
3 Industrials 1.69%
4 Consumer Discretionary 1.65%
5 Healthcare 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$306K 0.07%
1,741
-60
177
$302K 0.07%
1,555
+1
178
$299K 0.07%
13,848
+58
179
$288K 0.06%
2,461
180
$282K 0.06%
2,614
181
$271K 0.06%
2,703
+3
182
$268K 0.06%
3,653
-61
183
$267K 0.06%
485
-13
184
$264K 0.06%
1,990
+1
185
$263K 0.06%
+10,965
186
$262K 0.06%
888
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187
$261K 0.06%
5,769
-196
188
$254K 0.06%
4,449
+312
189
$244K 0.05%
3,866
+106
190
$243K 0.05%
+5,372
191
$240K 0.05%
9,033
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192
$237K 0.05%
1,940
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193
$236K 0.05%
756
-5
194
$236K 0.05%
+8,968
195
$233K 0.05%
2,877
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196
$228K 0.05%
10,827
+27
197
$227K 0.05%
12,434
+17
198
$226K 0.05%
+1,359
199
$207K 0.05%
3,386
-2,304
200
$205K 0.05%
1,771
-39
5 6 7
8
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