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
$117M
AUM Growth
+$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$1.89M
3
+$1.77M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$892K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$604K

Top Sells

1
+$2.94M
2
+$2.45M
3
+$1.77M
4
WFC icon
Wells Fargo
WFC
+$755K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$649K

Sector Composition

1 Industrials 4.92%
2 Financials 3.72%
3 Consumer Staples 2.93%
4 Technology 2.11%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.15M 6.11%
82,268
+2,651
2
$7.12M 6.08%
285,300
+8,220
3
$5.07M 4.33%
67,401
+4,682
4
$4.03M 3.44%
50,247
+1,266
5
$3.27M 2.8%
57,702
+5,266
6
$3.22M 2.75%
74,058
+2,435
7
$3.13M 2.67%
198,700
+56,610
8
$3.1M 2.65%
+102,590
9
$3.06M 2.62%
24,497
+20
10
$2.94M 2.51%
219,092
+45,060
11
$2.8M 2.39%
39,827
+2,422
12
$2.71M 2.32%
66,785
+4,596
13
$2.62M 2.24%
140,735
-1,985
14
$2.43M 2.08%
21,629
+17
15
$2.29M 1.96%
32,450
+3,252
16
$2.26M 1.93%
58,400
-1,276
17
$2.18M 1.87%
74,493
+1,307
18
$2.01M 1.72%
137,866
-380
19
$1.98M 1.69%
47,949
-2,612
20
$1.96M 1.67%
20,743
+17
21
$1.9M 1.62%
42,870
+451
22
$1.89M 1.61%
+17,698
23
$1.77M 1.51%
+50,616
24
$1.76M 1.51%
67,522
+3,213
25
$1.67M 1.43%
22,661
+65
1
2 3 4 5