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
$278M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$1.03M
3
+$1.02M
4
QCOM icon
Qualcomm
QCOM
+$861K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$676K

Top Sells

1
+$1.8M
2
+$1.7M
3
+$996K
4
CSCO icon
Cisco
CSCO
+$874K
5
MMM icon
3M
MMM
+$776K

Sector Composition

1 Technology 5.87%
2 Financials 4.21%
3 Consumer Discretionary 1.83%
4 Industrials 1.7%
5 Utilities 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.47%
35,427
52
$1.3M 0.47%
8,485
+4
53
$1.26M 0.45%
11,386
+9,294
54
$1.25M 0.45%
20,649
-2,256
55
$1.22M 0.44%
3,441
+39
56
$1.22M 0.44%
24,592
+66
57
$1.18M 0.42%
22,718
+342
58
$1.17M 0.42%
10,054
+323
59
$1.17M 0.42%
45,522
+1,633
60
$1.16M 0.42%
21,249
-363
61
$1.12M 0.4%
16,313
-665
62
$1.12M 0.4%
18,841
+150
63
$1.09M 0.39%
18,464
+265
64
$1.06M 0.38%
6,789
-355
65
$1.05M 0.38%
22,602
+3,995
66
$958K 0.35%
8,609
+250
67
$957K 0.34%
12,683
-368
68
$945K 0.34%
5,739
+1
69
$937K 0.34%
44,490
70
$924K 0.33%
6,194
-314
71
$919K 0.33%
8,809
-146
72
$918K 0.33%
5,390
-2,261
73
$905K 0.33%
42,017
+265
74
$893K 0.32%
2,329
+3
75
$876K 0.32%
4,650
-82
1 2
3
4 5