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
$115M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$6.8M
3
+$4.72M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.92M
5
FOF icon
Cohen & Steers Closed End Opportunity Fund
FOF
+$3.22M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 5.04%
2 Financials 4.31%
3 Consumer Staples 3.51%
4 Technology 2.22%
5 Communication Services 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$354K 0.31%
+20,080
77
$347K 0.3%
+13,946
78
$347K 0.3%
+8,844
79
$337K 0.29%
+6,294
80
$321K 0.28%
+9,465
81
$319K 0.28%
+12,254
82
$316K 0.27%
+9,205
83
$314K 0.27%
+3,222
84
$312K 0.27%
+4,198
85
$292K 0.25%
+10,439
86
$285K 0.25%
+5,200
87
$279K 0.24%
+3,000
88
$279K 0.24%
+5,119
89
$275K 0.24%
+10,986
90
$274K 0.24%
+7,100
91
$269K 0.23%
+12,643
92
$260K 0.23%
+34,530
93
$249K 0.22%
+258
94
$249K 0.22%
+7,818
95
$241K 0.21%
+2,372
96
$238K 0.21%
+6,360
97
$231K 0.2%
+6,951
98
$225K 0.19%
+710
99
$221K 0.19%
+8,976
100
$221K 0.19%
+10,720
1 2 3
4
5