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
$154M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$349K
2 +$306K
3 +$293K
4
NXPI icon
NXP Semiconductors
NXPI
+$207K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$203K

Sector Composition

1 Industrials 5.36%
2 Technology 2.94%
3 Financials 2.71%
4 Healthcare 2.39%
5 Communication Services 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,630
127
-18,100