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
201
$283K 0.05%
3,013
-780
202
$283K 0.05%
8,559
+21
203
$282K 0.05%
13,345
-16,843
204
$282K 0.05%
1,930
-77
205
$276K 0.05%
+9,601
206
$273K 0.05%
1,618
-39
207
$272K 0.05%
20,000
208
$269K 0.04%
3,427
+1
209
$268K 0.04%
1,291
-131
210
$267K 0.04%
+7,289
211
$257K 0.04%
900
-7
212
$256K 0.04%
+5,136
213
$255K 0.04%
1,021
-63
214
$255K 0.04%
29,492
215
$253K 0.04%
12,746
+101
216
$251K 0.04%
2,836
+17
217
$249K 0.04%
4,114
218
$246K 0.04%
2,960
+190
219
$241K 0.04%
3,129
+13
220
$238K 0.04%
2,944
+108
221
$238K 0.04%
2,604
222
$229K 0.04%
3,999
-16
223
$228K 0.04%
13,707
+33
224
$224K 0.04%
8,406
-2,000
225
$223K 0.04%
3,723
+302
6 7 8
9
10