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
$217M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$885K
2
+$788K
3
+$567K
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$453K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$427K

Top Sells

1
+$588K
2
+$550K
3
+$404K
4
DIS icon
Walt Disney
DIS
+$332K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$292K

Sector Composition

1 Industrials 4.9%
2 Technology 3.89%
3 Financials 3.49%
4 Healthcare 2.1%
5 Energy 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$483K 0.22%
10,971
+191
102
$471K 0.22%
3,002
-501
103
$462K 0.21%
12,353
+1,729
104
$454K 0.21%
7,440
+452
105
$439K 0.2%
21,996
-444
106
$429K 0.2%
10,716
-563
107
$422K 0.19%
1,717
-61
108
$421K 0.19%
2,995
+2
109
$413K 0.19%
17,020
-1,433
110
$411K 0.19%
22,227
111
$407K 0.19%
8,578
+3
112
$394K 0.18%
9,174
+2,018
113
$393K 0.18%
7,721
+600
114
$388K 0.18%
74,017
+13,510
115
$387K 0.18%
1,967
+1
116
$381K 0.18%
43,158
-3,337
117
$366K 0.17%
4,273
+94
118
$366K 0.17%
15,010
119
$362K 0.17%
2,650
+100
120
$357K 0.16%
5,888
+305
121
$354K 0.16%
+2,242
122
$351K 0.16%
4,454
123
$344K 0.16%
5,035
+760
124
$338K 0.16%
4,431
+694
125
$337K 0.16%
10,068
-150
3 4
5
6 7