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
$128M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$567K
2
+$546K
3
+$520K
4
OIH icon
VanEck Oil Services ETF
OIH
+$439K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$320K

Top Sells

1
+$417K
2
+$321K
3
+$285K
4
CLX icon
Clorox
CLX
+$265K
5
META icon
Meta Platforms (Facebook)
META
+$244K

Sector Composition

1 Industrials 5.06%
2 Financials 3.38%
3 Consumer Staples 2.29%
4 Technology 2.23%
5 Healthcare 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$380K 0.3%
7,200
-76
77
$369K 0.29%
8,711
-241
78
$367K 0.29%
9,470
+822
79
$357K 0.28%
4,495
+447
80
$354K 0.28%
3,765
+213
81
$350K 0.27%
43,896
+3,690
82
$347K 0.27%
13,946
83
$347K 0.27%
12,987
+551
84
$345K 0.27%
13,236
+40
85
$344K 0.27%
40,990
+2,100
86
$339K 0.27%
3,472
+250
87
$326K 0.26%
12,146
-134
88
$300K 0.24%
+9,733
89
$298K 0.23%
3,952
+101
90
$297K 0.23%
21,945
-4,960
91
$293K 0.23%
+5,521
92
$282K 0.22%
+12,861
93
$276K 0.22%
10,446
+440
94
$271K 0.21%
8,518
95
$270K 0.21%
+12,314
96
$254K 0.2%
+10,368
97
$249K 0.2%
4,524
-570
98
$249K 0.2%
14,100
-5,980
99
$245K 0.19%
5,868
-75
100
$239K 0.19%
+5,550
1 2 3
4
5