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
$131M
AUM Growth
+$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$883K
2 +$403K
3 +$306K
4
CSCO icon
Cisco
CSCO
+$298K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$273K

Top Sells

1 +$520K
2 +$392K
3 +$385K
4
GIS icon
General Mills
GIS
+$344K
5
CMCSA icon
Comcast
CMCSA
+$314K

Sector Composition

1 Industrials 4.91%
2 Financials 3.3%
3 Technology 2.43%
4 Consumer Staples 2.07%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,186
102
-10,808
103
-3,100
104
-2,040
105
-2,045
106
-1,302