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
$128M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$567K
2
+$546K
3
+$520K
4
OIH icon
VanEck Oil Services ETF
OIH
+$439K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$320K

Top Sells

1
+$417K
2
+$321K
3
+$285K
4
CLX icon
Clorox
CLX
+$265K
5
META icon
Meta Platforms (Facebook)
META
+$244K

Sector Composition

1 Industrials 5.06%
2 Financials 3.38%
3 Consumer Staples 2.29%
4 Technology 2.23%
5 Healthcare 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$227K 0.18%
710
102
$220K 0.17%
3,280
103
$220K 0.17%
10,392
104
$217K 0.17%
+1,992
105
$215K 0.17%
4,150
106
$210K 0.16%
+2,045
107
– –
0
108
$166K 0.13%
15,541
-2,123
109
– –
-9,465
110
– –
-3,000
111
– –
-7,508
112
– –
-4,050
113
– –
-3,428
114
– –
-10,720
115
– –
-1,836
116
– –
-7,619
117
– –
-6,971
1 2 3 4
5