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
126
$343K 0.12%
9,145
-1,300
127
$343K 0.12%
18,324
128
$320K 0.12%
+1
129
$317K 0.11%
3,938
+293
130
$302K 0.11%
1,531
-5
131
$298K 0.11%
5,141
132
$297K 0.11%
755
-149
133
$297K 0.11%
+13,619
134
$286K 0.1%
11,870
+4
135
$278K 0.1%
37,970
136
$274K 0.1%
25,621
137
$273K 0.1%
18,865
+2,376
138
$272K 0.1%
4,575
139
$271K 0.1%
9,652
+34
140
$265K 0.1%
+8,158
141
$264K 0.1%
+19,520
142
$262K 0.09%
2,480
+100
143
$259K 0.09%
5,077
-1,485
144
$257K 0.09%
4,783
145
$256K 0.09%
3,684
+4
146
$252K 0.09%
+5,451
147
$241K 0.09%
2,544
148
$240K 0.09%
2,392
+1
149
$235K 0.08%
5,360
150
$232K 0.08%
+1,396
3 4 5
6
7