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
$115M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$6.8M
3
+$4.72M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.92M
5
FOF icon
Cohen & Steers Closed End Opportunity Fund
FOF
+$3.22M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 5.04%
2 Financials 4.31%
3 Consumer Staples 3.51%
4 Technology 2.22%
5 Communication Services 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$211K 0.18%
+2,000
102
$207K 0.18%
+3,280
103
$202K 0.17%
+26,130
104
$180K 0.16%
+16,003
105
– –
0
106
$171K 0.15%
+8,788
107
$157K 0.14%
+11,435
108
$138K 0.12%
+12,130
109
$106K 0.09%
+10,305
110
$103K 0.09%
+3,695
111
$68K 0.06%
+17,240
112
$66K 0.06%
+11,078
113
$65K 0.06%
+5,500
1 2 3 4
5