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
$227M
AUM Growth
+$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$829K
2
+$814K
3
+$645K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$638K
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$611K

Top Sells

1
+$1.71M
2
+$839K
3
+$745K
4
GD icon
General Dynamics
GD
+$626K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$545K

Sector Composition

1 Industrials 5%
2 Technology 4.23%
3 Financials 4.22%
4 Healthcare 1.85%
5 Energy 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$186K 0.08%
10,000
-1,535
152
$131K 0.06%
+10,603
153
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-5,230
154
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-42,121
155
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-3,353
156
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-2,266
157
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158
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-30,206
159
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-6,316
160
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-1,911
161
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-2,242
162
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-4,277
163
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-43,158
3 4 5 6
7