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
201
$284K 0.05%
992
+11
202
$274K 0.05%
1,207
-22
203
$269K 0.05%
+9,690
204
$267K 0.05%
3,425
-404
205
$267K 0.05%
3,358
+18
206
$260K 0.05%
+3,673
207
$257K 0.05%
29,492
208
$256K 0.05%
2,805
+29
209
$254K 0.05%
17,869
-268
210
$253K 0.05%
4,096
+24
211
$252K 0.04%
3,116
+8
212
$243K 0.04%
7,222
-1,136
213
$241K 0.04%
2,242
+1
214
$234K 0.04%
3,998
+8
215
$232K 0.04%
+4,437
216
$230K 0.04%
+495
217
$229K 0.04%
5,803
218
$228K 0.04%
2,501
+2
219
$224K 0.04%
10,563
-708
220
$223K 0.04%
+4,555
221
$222K 0.04%
2,122
+5
222
$217K 0.04%
13,629
+45
223
$215K 0.04%
1,548
-118
224
$215K 0.04%
19,440
+329
225
$212K 0.04%
2,913
6 7 8
9
10