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
$130M
AUM Growth
+$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$725K
2
+$635K
3
+$409K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$299K
5
AAL icon
American Airlines Group
AAL
+$298K

Top Sells

1
+$1.84M
2
+$360K
3
+$354K
4
BND icon
Vanguard Total Bond Market
BND
+$342K
5
OIH icon
VanEck Oil Services ETF
OIH
+$335K

Sector Composition

1 Industrials 5.29%
2 Financials 3.69%
3 Consumer Staples 2.36%
4 Technology 2.22%
5 Healthcare 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$633K 0.49%
11,096
+370
52
$619K 0.48%
6,787
+1
53
$614K 0.47%
5,064
+170
54
$597K 0.46%
8,972
+96
55
$587K 0.45%
10,956
+5,583
56
$584K 0.45%
24,429
+11,137
57
$580K 0.45%
6,082
-261
58
$572K 0.44%
13,551
-4,429
59
$570K 0.44%
18,275
+97
60
$550K 0.42%
10,306
+505
61
$550K 0.42%
27,777
+6,097
62
$545K 0.42%
8,900
+1,158
63
$544K 0.42%
5,175
-250
64
$533K 0.41%
4,100
+150
65
$511K 0.39%
4,547
+254
66
$495K 0.38%
20,300
-1,240
67
$482K 0.37%
5,003
+451
68
$482K 0.37%
10,283
-97
69
$457K 0.35%
12,708
-122
70
$432K 0.33%
47,500
+4,410
71
$426K 0.33%
19,624
+2,713
72
$424K 0.33%
6,460
-40
73
$409K 0.32%
+5,944
74
$397K 0.31%
9,676
+204
75
$392K 0.3%
4,205
+135
1 2
3
4 5