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
$217M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$885K
2
+$788K
3
+$567K
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$453K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$427K

Top Sells

1
+$588K
2
+$550K
3
+$404K
4
DIS icon
Walt Disney
DIS
+$332K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$292K

Sector Composition

1 Industrials 4.9%
2 Technology 3.89%
3 Financials 3.49%
4 Healthcare 2.1%
5 Energy 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.58%
12,247
+44
52
$1.24M 0.57%
7,262
+1,257
53
$1.16M 0.53%
8,727
-28
54
$1.09M 0.5%
25,412
+2,309
55
$1.08M 0.5%
38,884
+2,958
56
$1.07M 0.49%
21,237
-63
57
$1.05M 0.49%
12,620
+1,765
58
$1M 0.46%
3,670
+757
59
$1M 0.46%
7,369
+164
60
$970K 0.45%
10,262
-26
61
$958K 0.44%
22,290
-289
62
$926K 0.43%
7,625
+891
63
$884K 0.41%
30,672
-43
64
$859K 0.4%
6,220
+194
65
$855K 0.39%
53,900
-510
66
$845K 0.39%
15,927
+124
67
$843K 0.39%
66,992
+10,460
68
$815K 0.38%
9,805
-82
69
$803K 0.37%
16,203
-1,549
70
$801K 0.37%
21,165
+25
71
$782K 0.36%
7,346
+473
72
$778K 0.36%
70,680
-30
73
$745K 0.34%
42,121
-22,867
74
$738K 0.34%
41,652
75
$736K 0.34%
3,520
-10
1 2
3
4 5