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
$117M
AUM Growth
+$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$1.89M
3
+$1.77M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$892K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$604K

Top Sells

1
+$2.94M
2
+$2.45M
3
+$1.77M
4
WFC icon
Wells Fargo
WFC
+$755K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$649K

Sector Composition

1 Industrials 4.92%
2 Financials 3.72%
3 Consumer Staples 2.93%
4 Technology 2.11%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$510K 0.44%
5,764
+1,522
52
$490K 0.42%
4,114
-294
53
$488K 0.42%
9,403
-854
54
$481K 0.41%
7,802
+3
55
$471K 0.4%
9,900
+35
56
$465K 0.4%
17,979
-600
57
$465K 0.4%
4,740
-51
58
$464K 0.4%
7,786
+1,620
59
$454K 0.39%
15,536
+1,998
60
$440K 0.38%
12,138
61
$429K 0.37%
53,936
-221,930
62
$426K 0.36%
7,513
+1,219
63
$413K 0.35%
14,200
-400
64
$407K 0.35%
6,814
-4,077
65
$394K 0.34%
4,975
-150
66
$393K 0.34%
7,276
+300
67
$382K 0.33%
4,235
+300
68
$372K 0.32%
9,150
+2,050
69
$364K 0.31%
18,937
-20,961
70
$354K 0.3%
20,080
71
$353K 0.3%
+4,074
72
$347K 0.3%
13,946
73
$347K 0.3%
8,952
-7,050
74
$346K 0.3%
26,905
-228,937
75
$337K 0.29%
3,222
1 2
3
4 5