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
$131M
AUM Growth
+$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$883K
2
+$403K
3
+$306K
4
CSCO icon
Cisco
CSCO
+$298K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$273K

Top Sells

1
+$520K
2
+$392K
3
+$385K
4
GIS icon
General Mills
GIS
+$344K
5
CMCSA icon
Comcast
CMCSA
+$314K

Sector Composition

1 Industrials 4.91%
2 Financials 3.3%
3 Technology 2.43%
4 Consumer Staples 2.07%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$403K 0.31%
+9,365
77
$393K 0.3%
12,635
-9,680
78
$383K 0.29%
46,607
79
$337K 0.26%
18,341
80
$336K 0.26%
13,946
81
$325K 0.25%
3,212
82
$317K 0.24%
14,350
+3,650
83
$312K 0.24%
14,351
-5,273
84
$298K 0.23%
+10,793
85
$293K 0.22%
5,550
86
$281K 0.21%
15,100
+2,350
87
$265K 0.2%
10,726
-238
88
$260K 0.2%
710
89
$258K 0.2%
+7,784
90
$249K 0.19%
2,099
+5
91
$244K 0.19%
6,000
-34
92
$243K 0.19%
7,126
-939
93
$242K 0.18%
4,258
-6,048
94
$242K 0.18%
4,780
95
$242K 0.18%
11,410
-472
96
$236K 0.18%
3,828
-1,132
97
$226K 0.17%
2,314
98
$211K 0.16%
12,000
-2,100
99
– –
0
100
– –
-4,205
1 2 3
4
5