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
$128M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$567K
2
+$546K
3
+$520K
4
OIH icon
VanEck Oil Services ETF
OIH
+$439K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$320K

Top Sells

1
+$417K
2
+$321K
3
+$285K
4
CLX icon
Clorox
CLX
+$265K
5
META icon
Meta Platforms (Facebook)
META
+$244K

Sector Composition

1 Industrials 5.06%
2 Financials 3.38%
3 Consumer Staples 2.29%
4 Technology 2.23%
5 Healthcare 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$567K 0.44%
18,338
+359
52
$558K 0.44%
8,966
+2,152
53
$548K 0.43%
4,196
+82
54
$546K 0.43%
21,760
-6,915
55
$535K 0.42%
6,798
-80
56
$535K 0.42%
9,190
+40
57
$520K 0.41%
+6,468
58
$519K 0.41%
4,140
+1,602
59
$516K 0.4%
5,816
+52
60
$515K 0.4%
9,796
+393
61
$515K 0.4%
8,430
+917
62
$510K 0.4%
5,603
+1,529
63
$508K 0.4%
10,381
+481
64
$506K 0.4%
60,272
+6,336
65
$498K 0.39%
7,805
+3
66
$462K 0.36%
7,644
-142
67
$450K 0.35%
11,663
-475
68
$440K 0.34%
5,425
+450
69
$439K 0.34%
+380
70
$421K 0.33%
18,937
71
$419K 0.33%
14,200
72
$413K 0.32%
4,095
-645
73
$413K 0.32%
12,809
+2,454
74
$402K 0.31%
4,235
75
$396K 0.31%
3,110
+1,330
1 2
3
4 5