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
$117M
AUM Growth
+$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$1.89M
3
+$1.77M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$892K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$604K

Top Sells

1
+$2.94M
2
+$2.45M
3
+$1.77M
4
WFC icon
Wells Fargo
WFC
+$755K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$649K

Sector Composition

1 Industrials 4.92%
2 Financials 3.72%
3 Consumer Staples 2.93%
4 Technology 2.11%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 1.41%
60,090
+3,345
27
$1.58M 1.35%
37,386
+75
28
$1.57M 1.34%
13,843
-2
29
$1.53M 1.31%
20,980
+2,302
30
$1.44M 1.23%
75,124
-1,204
31
$1.39M 1.18%
118,020
+9,900
32
$1.2M 1.02%
92,961
+4,212
33
$1.18M 1%
37,948
+13,071
34
$1.09M 0.93%
20,746
35
$1.07M 0.91%
21,731
-2,461
36
$952K 0.81%
31,670
+1,512
37
$918K 0.78%
123,132
+12,756
38
$884K 0.76%
19,352
+2,790
39
$878K 0.75%
17,040
+405
40
$802K 0.69%
8,157
-27
41
$773K 0.66%
8,004
+3,306
42
$708K 0.6%
28,675
+3,415
43
$650K 0.56%
18,732
+650
44
$642K 0.55%
46,677
+201
45
$581K 0.5%
9,600
-2,435
46
$572K 0.49%
5,120
-100
47
$571K 0.49%
7,129
-143
48
$567K 0.48%
4,566
-540
49
$556K 0.48%
10,084
+692
50
$555K 0.47%
6,878
-299
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