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
$410M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.07M
3
+$969K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$730K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$690K

Top Sells

1
+$2.61M
2
+$2.16M
3
+$1.97M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.68M

Sector Composition

1 Technology 4.2%
2 Financials 3.56%
3 Industrials 1.86%
4 Consumer Discretionary 1.69%
5 Healthcare 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$111K 0.03%
35,157
+10,000
202
$33K 0.01%
+12,681
203
– –
-2,572
204
– –
-1,010
205
– –
-5,455
206
– –
-3,651
207
– –
-4,232
208
– –
-2,751
209
– –
-1,588
210
– –
-7,640
211
– –
-9,650
5 6 7 8
9