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
126
$332K 0.15%
+5,521
127
$329K 0.15%
4,806
-21
128
$318K 0.15%
17,038
+6,031
129
$316K 0.15%
30,206
-19,452
130
$298K 0.14%
+1,911
131
$298K 0.14%
4,057
-88
132
$298K 0.14%
6,089
+421
133
$277K 0.13%
4,960
134
$255K 0.12%
9,017
+735
135
$253K 0.12%
+1,958
136
$248K 0.11%
1,135
137
$242K 0.11%
5,230
138
$240K 0.11%
7,924
-478
139
$236K 0.11%
+10,708
140
$234K 0.11%
9,592
+2,094
141
$228K 0.11%
935
142
$226K 0.1%
2,266
143
$219K 0.1%
22,084
+2,751
144
$218K 0.1%
3,904
+1
145
$216K 0.1%
5,980
+437
146
$215K 0.1%
17,467
+3,056
147
$212K 0.1%
+1,926
148
$211K 0.1%
+8,584
149
$211K 0.1%
11,535
150
$209K 0.1%
9,906
3 4 5
6
7