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
$199M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$882K
3
+$483K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$474K
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$338K

Top Sells

1
+$2.03M
2
+$1.85M
3
+$383K
4
ISRG icon
Intuitive Surgical
ISRG
+$367K
5
BND icon
Vanguard Total Bond Market
BND
+$344K

Sector Composition

1 Industrials 6.08%
2 Financials 3.77%
3 Technology 3.56%
4 Healthcare 1.76%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 1.1%
24,885
-2,333
27
$2.1M 1.06%
26,565
+286
28
$1.95M 0.98%
108,400
-6,340
29
$1.92M 0.96%
71,770
-5,980
30
$1.87M 0.94%
89,700
+2,072
31
$1.8M 0.91%
14,507
+271
32
$1.79M 0.9%
29,550
+1,352
33
$1.76M 0.88%
27,288
+324
34
$1.62M 0.81%
152,550
-6,108
35
$1.6M 0.81%
5,437
-58
36
$1.57M 0.79%
35,064
-330
37
$1.54M 0.77%
25,221
-1,439
38
$1.51M 0.76%
13,017
+527
39
$1.47M 0.74%
27,053
+1,457
40
$1.45M 0.73%
87,049
-11,563
41
$1.4M 0.71%
7,403
+501
42
$1.35M 0.68%
15,813
+136
43
$1.3M 0.65%
+51,840
44
$1.29M 0.65%
12,747
-945
45
$1.23M 0.62%
9,155
-100
46
$1.21M 0.61%
23,529
+108
47
$1.14M 0.57%
7,199
-158
48
$1.12M 0.56%
24,349
+277
49
$1.07M 0.54%
27,998
+1,139
50
$1.07M 0.54%
35,913
+708
1
2
3 4 5