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
$738M
AUM Growth
+$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.38M
3
+$1.96M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.6M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.57M

Top Sells

1
+$2.14M
2
+$1.62M
3
+$1.57M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$899K
5
NTG
Tortoise Midstream Energy Fund, Inc. Common Stock
NTG
+$859K

Sector Composition

1 Technology 4.31%
2 Financials 3.43%
3 Industrials 1.51%
4 Consumer Discretionary 1.02%
5 Healthcare 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.75M 0.24%
13,018
-6,242
77
$1.69M 0.23%
13,275
+5
78
$1.69M 0.23%
60,935
+1,565
79
$1.68M 0.23%
7,299
-1,209
80
$1.68M 0.23%
7,017
+1,533
81
$1.63M 0.22%
63,256
-2,073
82
$1.62M 0.22%
21,423
-185
83
$1.52M 0.21%
24,476
+4,229
84
$1.5M 0.2%
58,223
-6,593
85
$1.47M 0.2%
4,657
+595
86
$1.47M 0.2%
63,581
+6,748
87
$1.46M 0.2%
29,463
-5,932
88
$1.39M 0.19%
27,681
+1,185
89
$1.38M 0.19%
4,945
+2,397
90
$1.37M 0.19%
19,462
-684
91
$1.36M 0.18%
12,604
+1,049
92
$1.34M 0.18%
46,132
-658
93
$1.33M 0.18%
10,350
-22
94
$1.32M 0.18%
20,155
+25
95
$1.31M 0.18%
2,705
+314
96
$1.29M 0.18%
22,925
+443
97
$1.26M 0.17%
11,818
+1,380
98
$1.26M 0.17%
11,996
-43
99
$1.23M 0.17%
1,975
+1,621
100
$1.23M 0.17%
40,796
-1,309
2 3
4
5 6