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
$130M
AUM Growth
+$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$725K
2
+$635K
3
+$409K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$299K
5
AAL icon
American Airlines Group
AAL
+$298K

Top Sells

1
+$1.84M
2
+$360K
3
+$354K
4
BND icon
Vanguard Total Bond Market
BND
+$342K
5
OIH icon
VanEck Oil Services ETF
OIH
+$335K

Sector Composition

1 Industrials 5.29%
2 Financials 3.69%
3 Consumer Staples 2.36%
4 Technology 2.22%
5 Healthcare 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$211K 0.16%
2,040
-1,500
102
$201K 0.16%
+1,302
103
– –
0
104
– –
-4,170
105
– –
-18,810
106
– –
-130,943
107
– –
-10,254
108
– –
-6,183
109
– –
-338
110
– –
-17,441
111
– –
-4,145
112
– –
-583
113
– –
-3,025
1 2 3 4
5