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
$532M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$5.33M
3
+$3.54M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$2.9M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$2.89M

Top Sells

1
+$3.7M
2
+$1.72M
3
+$1.09M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.04M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$745K

Sector Composition

1 Technology 3.73%
2 Financials 3.48%
3 Industrials 1.81%
4 Energy 1.36%
5 Consumer Discretionary 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$354K 0.07%
4,461
-21,662
177
$348K 0.07%
+13,845
178
$343K 0.06%
10,491
-6,856
179
$337K 0.06%
4,042
-4,480
180
$328K 0.06%
599
181
$322K 0.06%
19,375
+111
182
$317K 0.06%
8,762
183
$314K 0.06%
2,552
-759
184
$312K 0.06%
3,102
-111
185
$310K 0.06%
3,662
+3
186
$309K 0.06%
861
+24
187
$308K 0.06%
17,316
+36
188
$307K 0.06%
31,019
-1,000
189
$302K 0.06%
895
-35
190
$288K 0.05%
1,421
+22
191
$286K 0.05%
5,658
-3
192
$286K 0.05%
4,788
+129
193
$283K 0.05%
+4,603
194
$276K 0.05%
25,621
195
$273K 0.05%
490
+4
196
$266K 0.05%
2,908
-753
197
$266K 0.05%
7,561
198
$258K 0.05%
1,881
+18
199
$256K 0.05%
2,236
-85
200
$248K 0.05%
62,275
-1,646
6 7
8
9 10