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
$131M
AUM Growth
+$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$883K
2
+$403K
3
+$306K
4
CSCO icon
Cisco
CSCO
+$298K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$273K

Top Sells

1
+$520K
2
+$392K
3
+$385K
4
GIS icon
General Mills
GIS
+$344K
5
CMCSA icon
Comcast
CMCSA
+$314K

Sector Composition

1 Industrials 4.91%
2 Financials 3.3%
3 Technology 2.43%
4 Consumer Staples 2.07%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 1.35%
19,562
-65
27
$1.7M 1.29%
29,493
-318
28
$1.69M 1.28%
117,156
+2,697
29
$1.64M 1.25%
56,066
+3,493
30
$1.54M 1.18%
186,798
+2,574
31
$1.42M 1.08%
17,548
-422
32
$1.24M 0.95%
72,748
+2,475
33
$1.16M 0.88%
29,001
-4,667
34
$1.14M 0.87%
23,996
+3,240
35
$1.14M 0.86%
15,489
-2,430
36
$1.06M 0.81%
28,325
-10,249
37
$1.06M 0.81%
22,212
+1,818
38
$986K 0.75%
9,564
-1,311
39
$942K 0.72%
17,255
+35
40
$928K 0.71%
18,743
+2,750
41
$915K 0.7%
8,721
+10
42
$904K 0.69%
11,012
-66
43
$891K 0.68%
19,808
-397
44
$890K 0.68%
15,809
+4,853
45
$794K 0.6%
7,886
-895
46
$763K 0.58%
23,963
+5,688
47
$753K 0.57%
4,970
-50
48
$686K 0.52%
6,035
+860
49
$679K 0.52%
6,856
-1,278
50
$674K 0.51%
8,813
-159
1
2
3 4 5