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 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
151
$205K 0.09%
+2,750
152
$203K 0.09%
2,380
-520
153
$203K 0.09%
+3,010
154
$202K 0.09%
4,277
-388
155
$190K 0.09%
25,965
-2,451
156
-3,298
157
-10,600
158
-3,199
159
-4,991