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
$131M
AUM Growth
+$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$883K
2
+$403K
3
+$306K
4
CSCO icon
Cisco
CSCO
+$298K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$273K

Top Sells

1
+$520K
2
+$392K
3
+$385K
4
GIS icon
General Mills
GIS
+$344K
5
CMCSA icon
Comcast
CMCSA
+$314K

Sector Composition

1 Industrials 4.91%
2 Financials 3.3%
3 Technology 2.43%
4 Consumer Staples 2.07%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$659K 0.5%
11,158
+62
52
$659K 0.5%
5,596
-264
53
$658K 0.5%
45,564
+84
54
$631K 0.48%
4,200
+100
55
$606K 0.46%
24,869
+440
56
$605K 0.46%
6,083
+1
57
$603K 0.46%
5,067
+3
58
$591K 0.45%
29,660
+1,883
59
$576K 0.44%
13,551
60
$567K 0.43%
7,264
+2,653
61
$557K 0.42%
17,788
-100
62
$555K 0.42%
8,524
-376
63
$535K 0.41%
5,179
+176
64
$501K 0.38%
10,295
+12
65
$498K 0.38%
19,045
+5,384
66
$495K 0.38%
6,037
-750
67
$490K 0.37%
18,455
-1,845
68
$487K 0.37%
4,637
+90
69
$487K 0.37%
10,278
+602
70
$480K 0.37%
9,481
+831
71
$444K 0.34%
12,726
+18
72
$436K 0.33%
51,726
+6,618
73
$428K 0.33%
46,480
-1,020
74
$410K 0.31%
6,260
-200
75
$406K 0.31%
5,944
1 2
3
4 5