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
126
$234K 0.12%
2,500
127
$231K 0.12%
2,266
128
$228K 0.12%
+3,863
129
$224K 0.12%
+1,927
130
$222K 0.12%
11,535
131
$221K 0.12%
+3,453
132
$221K 0.12%
3,734
133
$208K 0.11%
4,735
+35
134
$203K 0.11%
1,300
135
$202K 0.11%
7,236
-451
136
$201K 0.11%
3,867
+6
137
$145K 0.08%
11,533
+211
138
– –
-12,066
139
– –
-2,875
140
– –
-750
141
– –
-9,828
2 3 4 5
6