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
$618M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.9M
3
+$2.71M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.59M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.53M

Top Sells

1
+$16.5M
2
+$5.81M
3
+$2.27M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$1.5M
5
CVX icon
Chevron
CVX
+$1.31M

Sector Composition

1 Technology 3.68%
2 Financials 3.12%
3 Industrials 1.87%
4 Energy 1.08%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$419K 0.07%
12,523
-20,119
177
$393K 0.06%
4,626
178
$388K 0.06%
8,770
-11,910
179
$373K 0.06%
1,414
+207
180
$372K 0.06%
3,793
+478
181
$360K 0.06%
2,127
-2,079
182
$351K 0.06%
8,989
-38,358
183
$346K 0.06%
6,125
+3
184
$337K 0.05%
20,705
+586
185
$335K 0.05%
1,379
+172
186
$330K 0.05%
5,718
-56
187
$329K 0.05%
4,965
+101
188
$321K 0.05%
1,422
+3
189
$314K 0.05%
5,600
+158
190
$310K 0.05%
1,003
+11
191
$310K 0.05%
9,786
192
$305K 0.05%
3,318
193
$305K 0.05%
2,007
+41
194
$304K 0.05%
6,680
195
$303K 0.05%
604
+1
196
$303K 0.05%
+4,547
197
$299K 0.05%
+907
198
$298K 0.05%
4,015
+26
199
$289K 0.05%
+20,000
200
$284K 0.05%
1,084
+77
6 7
8
9 10