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
$217M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$885K
2
+$788K
3
+$567K
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$453K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$427K

Top Sells

1
+$588K
2
+$550K
3
+$404K
4
DIS icon
Walt Disney
DIS
+$332K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$292K

Sector Composition

1 Industrials 4.9%
2 Technology 3.89%
3 Financials 3.49%
4 Healthcare 2.1%
5 Energy 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 0.98%
47,501
-3,723
27
$2.11M 0.98%
101,122
+3,644
28
$2.04M 0.94%
23,440
-128
29
$2M 0.92%
109,180
+70
30
$1.91M 0.88%
11,616
+72
31
$1.85M 0.85%
15,215
+412
32
$1.8M 0.83%
23,025
-2,785
33
$1.73M 0.8%
159,528
-7,356
34
$1.72M 0.8%
27,456
-78
35
$1.72M 0.79%
29,582
+162
36
$1.71M 0.79%
6,316
+3,260
37
$1.7M 0.79%
38,868
38
$1.63M 0.75%
4,845
-225
39
$1.58M 0.73%
28,956
+958
40
$1.57M 0.72%
36,504
+707
41
$1.55M 0.72%
24,818
-45
42
$1.53M 0.71%
61,385
-3,585
43
$1.53M 0.71%
15,517
-695
44
$1.48M 0.68%
13,854
+696
45
$1.45M 0.67%
7,433
-26
46
$1.41M 0.65%
20,985
+2,810
47
$1.37M 0.63%
74,097
+20,258
48
$1.33M 0.61%
9,231
+144
49
$1.29M 0.6%
10,237
-74
50
$1.26M 0.58%
25,379
+1,176
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