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
$278M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$1.03M
3
+$1.02M
4
QCOM icon
Qualcomm
QCOM
+$861K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$676K

Top Sells

1
+$1.8M
2
+$1.7M
3
+$996K
4
CSCO icon
Cisco
CSCO
+$874K
5
MMM icon
3M
MMM
+$776K

Sector Composition

1 Technology 5.87%
2 Financials 4.21%
3 Consumer Discretionary 1.83%
4 Industrials 1.7%
5 Utilities 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$531K 0.19%
22,163
+67
102
$514K 0.19%
29,082
-2,368
103
$510K 0.18%
10,218
104
$503K 0.18%
3,411
+5
105
$503K 0.18%
6,237
+69
106
$500K 0.18%
14,190
+162
107
$499K 0.18%
9,566
+56
108
$478K 0.17%
15,638
-321
109
$472K 0.17%
963
-50
110
$464K 0.17%
7,182
111
$459K 0.17%
15,442
+1,973
112
$459K 0.17%
3,084
+50
113
$455K 0.16%
21,462
114
$450K 0.16%
7,516
115
$445K 0.16%
+15,525
116
$439K 0.16%
5,876
117
$427K 0.15%
18,165
+128
118
$417K 0.15%
859
+14
119
$405K 0.15%
7,454
+54
120
$403K 0.15%
30,348
+162
121
$389K 0.14%
23,556
+50
122
$382K 0.14%
25,434
+62
123
$379K 0.14%
5,160
-780
124
$372K 0.13%
83,613
+42
125
$351K 0.13%
6,103
-1,984
3 4
5
6 7