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
$117M
AUM Growth
+$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$1.89M
3
+$1.77M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$892K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$604K

Top Sells

1
+$2.94M
2
+$2.45M
3
+$1.77M
4
WFC icon
Wells Fargo
WFC
+$755K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$649K

Sector Composition

1 Industrials 4.92%
2 Financials 3.72%
3 Consumer Staples 2.93%
4 Technology 2.11%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$220K 0.19%
10,392
-2,251
102
$209K 0.18%
+7,508
103
$207K 0.18%
3,280
104
$191K 0.16%
17,664
+1,661
105
– –
0
106
$98K 0.08%
3,428
-267
107
– –
-17,240
108
– –
-8,788
109
– –
-258
110
– –
-10,305
111
– –
-9,205
112
– –
-9,280
113
– –
-5,500
114
– –
-11,078
115
– –
-5,615
116
– –
-100,471
117
– –
-12,130
118
– –
-38,304
119
– –
-11,435
120
– –
-3,943
121
– –
-2,000
122
– –
-16,611
123
– –
-2,372
124
– –
-43,495
1 2 3 4
5