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
$474M
AUM Growth
+$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.6M
3
+$2.37M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.24M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.82M

Top Sells

1
+$4.16M
2
+$776K
3
+$593K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$426K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$391K

Sector Composition

1 Financials 3.56%
2 Technology 3.02%
3 Industrials 2.03%
4 Energy 1.11%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$326K 0.07%
3,981
+45
177
$326K 0.07%
7,586
-1,724
178
$319K 0.07%
6,754
-722
179
$317K 0.07%
5,716
+24
180
$307K 0.06%
+2,628
181
$302K 0.06%
3,746
-360
182
$302K 0.06%
+5,799
183
$291K 0.06%
3,709
+53
184
$288K 0.06%
24,501
+14,178
185
$284K 0.06%
3,253
+226
186
$278K 0.06%
6,611
-4,146
187
$268K 0.06%
972
-3
188
$268K 0.06%
+1,203
189
$265K 0.06%
1,409
-25
190
$262K 0.06%
5,621
+2
191
$257K 0.05%
969
+21
192
$249K 0.05%
3,754
-288
193
$246K 0.05%
30,327
-692
194
$244K 0.05%
17,433
+63
195
$238K 0.05%
926
+23
196
$236K 0.05%
1,797
-337
197
$234K 0.05%
5,108
+161
198
$231K 0.05%
2,632
-3,192
199
$228K 0.05%
2,365
-2,314
200
$224K 0.05%
+4,013
5 6 7
8
9