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
$117M
AUM Growth
+$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$1.89M
3
+$1.77M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$892K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$604K

Top Sells

1
+$2.94M
2
+$2.45M
3
+$1.77M
4
WFC icon
Wells Fargo
WFC
+$755K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$649K

Sector Composition

1 Industrials 4.92%
2 Financials 3.72%
3 Consumer Staples 2.93%
4 Technology 2.11%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$330K 0.28%
12,436
-3,443
77
$322K 0.28%
13,196
+4,220
78
$321K 0.27%
7,619
-499
79
$320K 0.27%
4,048
-150
80
$318K 0.27%
8,648
-196
81
$315K 0.27%
+2,538
82
$315K 0.27%
10,355
-84
83
$313K 0.27%
38,890
+12,760
84
$312K 0.27%
+3,552
85
$308K 0.26%
12,280
+26
86
$307K 0.26%
40,206
+5,676
87
$289K 0.25%
+3,851
88
$285K 0.24%
9,465
89
$277K 0.24%
5,094
-25
90
$270K 0.23%
8,518
+700
91
$265K 0.23%
3,000
92
$258K 0.22%
10,006
-980
93
$244K 0.21%
4,050
-1,150
94
$244K 0.21%
5,943
-417
95
$237K 0.2%
10,720
96
$234K 0.2%
+4,150
97
$229K 0.2%
+1,836
98
$229K 0.2%
6,971
+20
99
$224K 0.19%
+1,780
100
$224K 0.19%
710
1 2 3
4
5