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
$278M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$1.03M
3
+$1.02M
4
QCOM icon
Qualcomm
QCOM
+$861K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$676K

Top Sells

1
+$1.8M
2
+$1.7M
3
+$996K
4
CSCO icon
Cisco
CSCO
+$874K
5
MMM icon
3M
MMM
+$776K

Sector Composition

1 Technology 5.87%
2 Financials 4.21%
3 Consumer Discretionary 1.83%
4 Industrials 1.7%
5 Utilities 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$874K 0.31%
2,803
+824
77
$873K 0.31%
67,608
+12,072
78
$866K 0.31%
9,044
+120
79
$861K 0.31%
+7,313
80
$849K 0.31%
35,792
81
$839K 0.3%
11,943
-219
82
$826K 0.3%
13,494
-3,264
83
$805K 0.29%
9,948
+816
84
$803K 0.29%
3,197
+204
85
$751K 0.27%
10,887
86
$739K 0.27%
10,259
+14
87
$727K 0.26%
27,174
88
$713K 0.26%
11,201
89
$704K 0.25%
62,234
+186
90
$685K 0.25%
50,108
+4,202
91
$676K 0.24%
2,171
-198
92
$671K 0.24%
23,197
+974
93
$626K 0.23%
10,445
+1,978
94
$624K 0.22%
3,122
95
$621K 0.22%
134,960
96
$605K 0.22%
3,840
+660
97
$604K 0.22%
10,268
+696
98
$575K 0.21%
2,619
+2
99
$572K 0.21%
2,579
+600
100
$549K 0.2%
11,392
+2,000
2 3
4
5 6