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
$173M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$421K
2
+$415K
3
+$363K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$363K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$344K

Top Sells

1
+$872K
2
+$463K
3
+$437K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$368K
5
CHRW icon
C.H. Robinson
CHRW
+$314K

Sector Composition

1 Industrials 5.41%
2 Technology 3.11%
3 Financials 3%
4 Healthcare 1.71%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.7M 7.32%
385,200
+1,220
2
$12.6M 7.27%
120,993
+288
3
$6.54M 3.78%
72,750
+551
4
$4.84M 2.79%
69,758
5
$4.68M 2.7%
56,635
+1,628
6
$4.13M 2.39%
262,536
-23,400
7
$4.03M 2.33%
117,615
+3,710
8
$3.99M 2.3%
76,716
-258
9
$3.91M 2.26%
23,444
-274
10
$3.48M 2.01%
232,952
-6,930
11
$3.38M 1.95%
85,051
-1,299
12
$3.28M 1.89%
76,328
+408
13
$3.04M 1.76%
192,837
+246
14
$2.98M 1.72%
111,194
+2,046
15
$2.98M 1.72%
51,326
+3,898
16
$2.93M 1.69%
117,565
-235
17
$2.92M 1.69%
62,436
+1,308
18
$2.76M 1.59%
76,776
+608
19
$2.67M 1.54%
33,460
-862
20
$2.64M 1.53%
54,061
+65
21
$2.62M 1.52%
31,777
-205
22
$2.41M 1.39%
31,193
-4,064
23
$2.34M 1.35%
29,327
+1,435
24
$2.27M 1.31%
88,618
+131
25
$2.23M 1.29%
15,944
-841
1
2 3 4 5