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
$189M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$280K
2
+$268K
3
+$255K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$255K
5
IBB icon
iShares Biotechnology ETF
IBB
+$239K

Top Sells

1
+$598K
2
+$495K
3
+$362K
4
MDT icon
Medtronic
MDT
+$255K
5
IRBT icon
iRobot
IRBT
+$242K

Sector Composition

1 Industrials 5.97%
2 Financials 3.51%
3 Technology 3.35%
4 Healthcare 1.57%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$629K 0.33%
6,378
-1,293
77
$612K 0.32%
52,215
+1,365
78
$611K 0.32%
22,702
+96
79
$575K 0.3%
8,384
80
$556K 0.29%
14,358
+1,000
81
$551K 0.29%
3,517
+101
82
$551K 0.29%
4,640
83
$538K 0.28%
7,924
-708
84
$531K 0.28%
17,626
+900
85
$522K 0.28%
17,961
+358
86
$515K 0.27%
11,241
+6
87
$513K 0.27%
10,352
+110
88
$509K 0.27%
10,440
-200
89
$497K 0.26%
54,781
90
$494K 0.26%
16,681
+1,949
91
$494K 0.26%
10,422
-158
92
$472K 0.25%
57,080
+10,616
93
$464K 0.25%
7,313
94
$451K 0.24%
8,050
+750
95
$438K 0.23%
41,991
+12,520
96
$437K 0.23%
24,046
+1,610
97
$435K 0.23%
5,589
-3,272
98
$397K 0.21%
2,318
99
$391K 0.21%
7,809
-952
100
$388K 0.21%
20,450
+3,000
2 3
4
5 6