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
$173M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Sells

1 +$872K
2 +$463K
3 +$437K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$368K
5
CHRW icon
C.H. Robinson
CHRW
+$314K

Sector Composition

1 Industrials 5.41%
2 Technology 3.11%
3 Financials 3%
4 Healthcare 1.71%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$214K 0.12%
+750
127
$201K 0.12%
+1,300
128
$137K 0.08%
11,110
+205
129
$128K 0.07%
+11,113
130
-3,750
131
-12,337
132
-4,215
133
-12,069
134
-14,323