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
$217M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$885K
2
+$788K
3
+$567K
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$453K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$427K

Top Sells

1
+$588K
2
+$550K
3
+$404K
4
DIS icon
Walt Disney
DIS
+$332K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$292K

Sector Composition

1 Industrials 4.9%
2 Technology 3.89%
3 Financials 3.49%
4 Healthcare 2.1%
5 Energy 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$723K 0.33%
2,447
-58
77
$716K 0.33%
9,390
-44
78
$715K 0.33%
4,771
-1,148
79
$713K 0.33%
8,536
+738
80
$708K 0.33%
27,333
+330
81
$707K 0.33%
19,092
+1,417
82
$702K 0.32%
13,944
-251
83
$698K 0.32%
8,433
+4,064
84
$680K 0.31%
23,692
-114
85
$663K 0.31%
11,947
-46
86
$626K 0.29%
3,353
-100
87
$621K 0.29%
4,667
+251
88
$609K 0.28%
11,347
-157
89
$592K 0.27%
22,805
+3,870
90
$589K 0.27%
62,176
+4,912
91
$567K 0.26%
+18,430
92
$565K 0.26%
7,313
93
$555K 0.26%
60,437
+878
94
$534K 0.25%
9,216
+766
95
$519K 0.24%
41,631
+336
96
$516K 0.24%
4,379
+2
97
$515K 0.24%
3,139
98
$512K 0.24%
3,714
+1,032
99
$502K 0.23%
10,970
+24
100
$490K 0.23%
17,105
-179
2 3
4
5 6