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CFA

Cahill Financial Advisors Portfolio holdings

AUM $924M
1-Year Est. Return 16.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.55%
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
+$3M
2
+$1.89M
3
+$1.71M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$875K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$596K

Top Sells

1
+$2.92M
2
+$2.45M
3
+$1.74M
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
– –
-10,305
108
– –
-9,205
109
– –
-9,280
110
– –
-17,240
111
– –
-8,788
112
– –
-5,500
113
– –
-11,078
114
– –
-258
115
– –
-100,471
116
– –
-12,130
117
– –
-38,304
118
– –
-11,435
119
– –
-3,943
120
– –
-2,000
121
– –
-2,372
122
– –
-43,495
123
– –
-5,615
124
– –
-16,611
1 2 3 4
5