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
$564M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$1.93M
3
+$1.7M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$1.63M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.49M

Top Sells

1
+$8.54M
2
+$1.57M
3
+$1.3M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.17M
5
O icon
Realty Income
O
+$989K

Sector Composition

1 Financials 3.41%
2 Technology 3.27%
3 Industrials 1.87%
4 Energy 1.12%
5 Healthcare 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$349K 0.06%
3,760
-99
177
$349K 0.06%
+1,642
178
$346K 0.06%
2,683
-1,267
179
$341K 0.06%
5,774
+162
180
$335K 0.06%
20,119
+42
181
$330K 0.06%
6,122
-631
182
$330K 0.06%
3,315
+292
183
$327K 0.06%
1,759
+12
184
$324K 0.06%
12,438
+789
185
$323K 0.06%
11,302
-116
186
$320K 0.06%
5,975
+1,370
187
$314K 0.06%
+10,062
188
$313K 0.06%
+8,695
189
$310K 0.06%
2,812
-6,273
190
$309K 0.05%
4,864
+16
191
$308K 0.05%
6,680
+487
192
$308K 0.05%
9,786
193
$307K 0.05%
3,989
+307
194
$302K 0.05%
603
195
$301K 0.05%
7,388
+2,235
196
$300K 0.05%
5,442
+161
197
$299K 0.05%
1,207
+7
198
$295K 0.05%
3,318
-428
199
$292K 0.05%
+1,966
200
$284K 0.05%
1,419
+5
6 7
8
9 10