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
$731M
AUM Growth
+$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.97M
3
+$3.31M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.86M
5
BND icon
Vanguard Total Bond Market
BND
+$1.48M

Top Sells

1
+$7.09M
2
+$5.35M
3
+$4.71M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.7M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$4.22M

Sector Composition

1 Technology 4.36%
2 Financials 3.57%
3 Industrials 1.5%
4 Consumer Discretionary 1.02%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$433K 0.06%
2,598
-236
177
$427K 0.06%
4,082
+5
178
$427K 0.06%
1,575
+183
179
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3,549
-3,444
180
$419K 0.06%
1,602
+117
181
$409K 0.06%
2,359
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182
$402K 0.06%
5,100
+19
183
$402K 0.06%
6,788
+783
184
$395K 0.05%
1,117
+46
185
$391K 0.05%
7,922
-13,043
186
$383K 0.05%
758
-5
187
$380K 0.05%
5,449
-65
188
$379K 0.05%
1,571
+124
189
$379K 0.05%
+1,093
190
$372K 0.05%
2,985
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191
$370K 0.05%
3,048
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192
$360K 0.05%
403
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193
$352K 0.05%
33,352
-652
194
$346K 0.05%
6,534
195
$344K 0.05%
134,960
196
$344K 0.05%
1,282
-1
197
$343K 0.05%
5,309
-249
198
$343K 0.05%
3,754
+359
199
$337K 0.05%
15,445
200
$330K 0.05%
1,162
-165
6 7
8
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