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
201
$325K 0.04%
4,244
+30
202
$325K 0.04%
4,932
+133
203
$324K 0.04%
625
+124
204
$318K 0.04%
2,779
-186
205
$314K 0.04%
3,152
-972
206
$308K 0.04%
2,883
+17
207
$307K 0.04%
13,845
+63
208
$301K 0.04%
3,269
+349
209
$299K 0.04%
7,643
+2,016
210
$298K 0.04%
1,443
+49
211
$297K 0.04%
3,681
+150
212
$296K 0.04%
3,196
+18
213
$295K 0.04%
2,691
214
$293K 0.04%
1,993
-68
215
$292K 0.04%
5,454
-1,031
216
$290K 0.04%
5,077
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217
$287K 0.04%
1,416
+3
218
$287K 0.04%
28,492
219
$282K 0.04%
2,486
-29
220
$279K 0.04%
2,375
+2
221
$278K 0.04%
1,015
+212
222
$276K 0.04%
9,528
+162
223
$272K 0.04%
1,440
+116
224
$267K 0.04%
+5,210
225
$265K 0.04%
25,180
-3,704
7 8
9
10 11