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
$189M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$280K
2
+$268K
3
+$255K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$255K
5
IBB icon
iShares Biotechnology ETF
IBB
+$239K

Top Sells

1
+$598K
2
+$495K
3
+$362K
4
MDT icon
Medtronic
MDT
+$255K
5
IRBT icon
iRobot
IRBT
+$242K

Sector Composition

1 Industrials 5.97%
2 Financials 3.51%
3 Technology 3.35%
4 Healthcare 1.57%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$388K 0.21%
2,990
+2
102
$385K 0.2%
6,972
+787
103
$383K 0.2%
7,178
104
$382K 0.2%
15,010
+790
105
$379K 0.2%
1,933
-267
106
$369K 0.2%
8,333
+612
107
$367K 0.19%
3,150
108
$358K 0.19%
5,779
-40
109
$344K 0.18%
4,192
-666
110
$329K 0.17%
6,300
-650
111
$315K 0.17%
26,900
+4,525
112
$311K 0.16%
4,388
+456
113
$297K 0.16%
2,034
114
$290K 0.15%
2,052
+1
115
$282K 0.15%
3,100
-76
116
$265K 0.14%
3,618
117
$263K 0.14%
28,259
+392
118
$260K 0.14%
5,400
119
$256K 0.14%
2,496
-38
120
$252K 0.13%
14,939
+991
121
$251K 0.13%
5,060
-2,022
122
$241K 0.13%
3,679
-1,195
123
$239K 0.13%
+2,148
124
$238K 0.13%
8,538
-3,120
125
$236K 0.12%
9,311
+1
2 3 4
5
6