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
$278M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$1.03M
3
+$1.02M
4
QCOM icon
Qualcomm
QCOM
+$861K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$676K

Top Sells

1
+$1.8M
2
+$1.7M
3
+$996K
4
CSCO icon
Cisco
CSCO
+$874K
5
MMM icon
3M
MMM
+$776K

Sector Composition

1 Technology 5.87%
2 Financials 4.21%
3 Consumer Discretionary 1.83%
4 Industrials 1.7%
5 Utilities 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 0.91%
176,368
+240
27
$2.48M 0.89%
11,783
+162
28
$2.46M 0.89%
13,971
+7
29
$2.35M 0.85%
126,888
+7,464
30
$2.34M 0.84%
62,411
+1,144
31
$2.25M 0.81%
129,045
+1,224
32
$2.21M 0.8%
37,465
-210
33
$2.17M 0.78%
11,109
-223
34
$2.01M 0.72%
85,220
35
$1.99M 0.72%
9,193
-377
36
$1.98M 0.71%
48,356
+9
37
$1.95M 0.7%
7,013
-472
38
$1.91M 0.69%
50,628
+4,102
39
$1.91M 0.69%
32,773
+786
40
$1.87M 0.67%
38,442
+646
41
$1.86M 0.67%
16,821
+204
42
$1.77M 0.64%
8,875
+105
43
$1.76M 0.63%
103,160
+312
44
$1.71M 0.61%
22,617
-174
45
$1.67M 0.6%
77,385
+1,419
46
$1.58M 0.57%
49,874
47
$1.55M 0.56%
54,360
48
$1.45M 0.52%
4,289
-137
49
$1.4M 0.5%
12,931
-233
50
$1.35M 0.49%
8,402
-295
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