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
$189M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$280K
2
+$268K
3
+$255K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$255K
5
IBB icon
iShares Biotechnology ETF
IBB
+$239K

Top Sells

1
+$598K
2
+$495K
3
+$362K
4
MDT icon
Medtronic
MDT
+$255K
5
IRBT icon
iRobot
IRBT
+$242K

Sector Composition

1 Industrials 5.97%
2 Financials 3.51%
3 Technology 3.35%
4 Healthcare 1.57%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$918K 0.49%
7,357
+2,148
52
$917K 0.48%
24,072
+254
53
$908K 0.48%
28,965
+148
54
$881K 0.47%
18,257
+766
55
$873K 0.46%
7,430
+954
56
$843K 0.45%
11,346
+610
57
$825K 0.44%
7,838
+900
58
$822K 0.43%
6,321
-60
59
$816K 0.43%
7,610
-543
60
$816K 0.43%
10,058
+4
61
$812K 0.43%
5,975
+600
62
$812K 0.43%
9,870
+1,030
63
$794K 0.42%
15,535
+217
64
$777K 0.41%
2,502
+27
65
$756K 0.4%
21,795
+3,720
66
$750K 0.4%
55,510
-670
67
$744K 0.39%
4,525
-100
68
$717K 0.38%
41,505
-10,887
69
$710K 0.38%
6,334
+849
70
$697K 0.37%
68,574
-4,140
71
$690K 0.36%
2,727
+475
72
$658K 0.35%
4,710
+150
73
$649K 0.34%
7,367
+829
74
$648K 0.34%
19,240
+1,102
75
$640K 0.34%
3,112
-50
1 2
3
4 5