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
$128M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$567K
2
+$546K
3
+$520K
4
OIH icon
VanEck Oil Services ETF
OIH
+$439K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$320K

Top Sells

1
+$417K
2
+$321K
3
+$285K
4
CLX icon
Clorox
CLX
+$265K
5
META icon
Meta Platforms (Facebook)
META
+$244K

Sector Composition

1 Industrials 5.06%
2 Financials 3.38%
3 Consumer Staples 2.29%
4 Technology 2.23%
5 Healthcare 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1.41%
67,522
27
$1.69M 1.33%
14,144
+301
28
$1.69M 1.32%
37,446
+60
29
$1.68M 1.32%
72,264
-2,860
30
$1.53M 1.2%
124,210
+6,190
31
$1.38M 1.08%
17,928
-3,052
32
$1.36M 1.07%
101,589
+8,628
33
$1.29M 1.01%
41,822
+3,874
34
$1.21M 0.95%
19,019
-1,727
35
$1.2M 0.94%
154,188
+31,056
36
$1.12M 0.88%
34,749
+3,079
37
$1.08M 0.85%
20,854
-877
38
$1.01M 0.79%
9,925
+1,921
39
$938K 0.73%
19,660
+308
40
$934K 0.73%
8,921
+764
41
$910K 0.71%
17,011
-29
42
$820K 0.64%
18,276
+2,740
43
$705K 0.55%
18,207
-525
44
$670K 0.52%
46,878
+201
45
$652K 0.51%
7,604
+475
46
$595K 0.47%
10,606
+522
47
$590K 0.46%
5,120
48
$589K 0.46%
4,674
+108
49
$570K 0.45%
9,824
+224
50
$567K 0.44%
+13,100
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