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
$602M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$3.43M
3
+$2.8M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.56M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.86M

Top Sells

1
+$8.32M
2
+$4.58M
3
+$2.07M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.07M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$463K

Sector Composition

1 Technology 3.38%
2 Financials 3.14%
3 Industrials 1.73%
4 Energy 1.17%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$381K 0.06%
4,626
177
$376K 0.06%
5,718
178
$369K 0.06%
10,376
-2,147
179
$367K 0.06%
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+4
180
$366K 0.06%
7,788
-2,852
181
$357K 0.06%
3,939
-91,695
182
$354K 0.06%
8,725
-45
183
$354K 0.06%
4,889
-6,393
184
$329K 0.05%
8,996
+7
185
$321K 0.05%
733
+129
186
$320K 0.05%
9,633
+1,920
187
$319K 0.05%
5,965
+365
188
$316K 0.05%
4,984
+19
189
$310K 0.05%
11,314
-10,117
190
$310K 0.05%
+11,160
191
$308K 0.05%
1,374
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192
$306K 0.05%
547
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193
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3,359
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194
$304K 0.05%
989
-14
195
$296K 0.05%
9,786
196
$295K 0.05%
20,750
+45
197
$292K 0.05%
6,680
198
$291K 0.05%
5,993
-132
199
$290K 0.05%
3,318
200
$287K 0.05%
1,987
-140
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