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
$130M
AUM Growth
+$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$725K
2
+$635K
3
+$409K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$299K
5
AAL icon
American Airlines Group
AAL
+$298K

Top Sells

1
+$1.84M
2
+$360K
3
+$354K
4
BND icon
Vanguard Total Bond Market
BND
+$342K
5
OIH icon
VanEck Oil Services ETF
OIH
+$335K

Sector Composition

1 Industrials 5.29%
2 Financials 3.69%
3 Consumer Staples 2.36%
4 Technology 2.22%
5 Healthcare 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.36%
22,075
+7,978
27
$1.55M 1.2%
114,459
+1,533
28
$1.52M 1.17%
52,573
+4,351
29
$1.51M 1.16%
184,224
+12,336
30
$1.5M 1.16%
29,811
+615
31
$1.48M 1.14%
38,574
-2,170
32
$1.44M 1.11%
17,970
+124
33
$1.34M 1.04%
17,919
-100
34
$1.3M 1%
70,273
+2,192
35
$1.28M 0.99%
33,668
-762
36
$1.14M 0.88%
10,875
-166
37
$994K 0.77%
20,205
+1,948
38
$976K 0.75%
20,756
+1,864
39
$964K 0.74%
20,394
+16
40
$919K 0.71%
8,781
-245
41
$910K 0.7%
17,220
+41
42
$841K 0.65%
11,078
+220
43
$821K 0.63%
8,711
+707
44
$778K 0.6%
8,134
-499
45
$748K 0.58%
15,993
+3,044
46
$712K 0.55%
5,020
-200
47
$679K 0.52%
5,860
+351
48
$671K 0.52%
22,315
-6,003
49
$669K 0.52%
45,480
+4,071
50
$650K 0.5%
17,888
-750
1
2
3 4 5