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
201
$283K 0.05%
7,713
+325
202
$282K 0.05%
8,538
-157
203
$281K 0.05%
10,406
-22,663
204
$279K 0.05%
497
+2
205
$279K 0.05%
3,426
+1
206
$272K 0.04%
3,358
207
$268K 0.04%
12,645
+2,082
208
$266K 0.04%
2,819
+14
209
$263K 0.04%
29,492
210
$262K 0.04%
4,114
+18
211
$261K 0.04%
1,657
-8,334
212
$256K 0.04%
3,116
213
$252K 0.04%
2,604
+103
214
$243K 0.04%
2,243
+1
215
$241K 0.04%
+2,770
216
$240K 0.04%
5,629
+1,074
217
$236K 0.04%
2,836
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218
$236K 0.04%
13,674
+45
219
$236K 0.04%
2,042
+88
220
$236K 0.04%
2,918
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221
$232K 0.04%
4,025
+27
222
$230K 0.04%
5,803
223
$220K 0.04%
+1,370
224
$220K 0.04%
+6,986
225
$219K 0.04%
1,518
-30
6 7 8
9
10