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
$189M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$280K
2
+$268K
3
+$255K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$255K
5
IBB icon
iShares Biotechnology ETF
IBB
+$239K

Top Sells

1
+$598K
2
+$495K
3
+$362K
4
MDT icon
Medtronic
MDT
+$255K
5
IRBT icon
iRobot
IRBT
+$242K

Sector Composition

1 Industrials 5.97%
2 Financials 3.51%
3 Technology 3.35%
4 Healthcare 1.57%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 1.11%
26,279
-2,232
27
$2.04M 1.08%
44,275
+640
28
$2.03M 1.07%
23,919
-1,232
29
$2.01M 1.06%
114,740
-2,960
30
$1.91M 1.01%
77,750
-8,670
31
$1.8M 0.95%
87,628
+2,846
32
$1.69M 0.89%
14,236
+666
33
$1.68M 0.89%
28,198
+674
34
$1.67M 0.88%
26,964
+1,043
35
$1.59M 0.84%
158,658
+522
36
$1.54M 0.81%
26,660
-576
37
$1.54M 0.81%
35,394
+2,870
38
$1.52M 0.8%
98,612
+5,365
39
$1.46M 0.77%
12,490
+1,177
40
$1.4M 0.74%
25,596
+629
41
$1.4M 0.74%
5,495
+120
42
$1.31M 0.69%
13,692
-696
43
$1.22M 0.65%
23,421
-414
44
$1.17M 0.62%
15,677
+1,398
45
$1.16M 0.61%
9,255
+41
46
$1.13M 0.6%
6,902
-13
47
$1.02M 0.54%
33,720
+89
48
$1.01M 0.53%
35,205
-374
49
$960K 0.51%
7,225
+18
50
$954K 0.5%
26,859
+46
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2
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