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
$130M
AUM Growth
+$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$725K
2
+$635K
3
+$409K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$299K
5
AAL icon
American Airlines Group
AAL
+$298K

Top Sells

1
+$1.84M
2
+$360K
3
+$354K
4
BND icon
Vanguard Total Bond Market
BND
+$342K
5
OIH icon
VanEck Oil Services ETF
OIH
+$335K

Sector Composition

1 Industrials 5.29%
2 Financials 3.69%
3 Consumer Staples 2.36%
4 Technology 2.22%
5 Healthcare 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.32M 6.42%
298,068
+96
2
$8.14M 6.29%
86,824
+125
3
$4.86M 3.75%
59,808
-4,359
4
$3.82M 2.95%
47,140
+8,950
5
$3.7M 2.86%
24,663
-275
6
$3.64M 2.81%
75,810
+1,710
7
$3.6M 2.78%
61,060
+1,998
8
$3.39M 2.61%
234,206
+11,896
9
$3.29M 2.54%
239,040
+12,036
10
$3.18M 2.46%
122,279
+6,440
11
$3.01M 2.32%
39,182
+564
12
$2.83M 2.18%
35,367
-4,501
13
$2.72M 2.1%
22,239
+453
14
$2.71M 2.09%
71,254
+5,891
15
$2.69M 2.07%
26,640
+2,069
16
$2.63M 2.03%
84,667
+6,161
17
$2.63M 2.03%
125,865
+845
18
$2.61M 2.01%
65,174
-434
19
$2.38M 1.84%
56,948
+1,240
20
$2.1M 1.62%
146,960
+6,060
21
$1.95M 1.5%
70,596
-2,668
22
$1.91M 1.48%
66,075
+1,535
23
$1.9M 1.47%
13,815
-279
24
$1.87M 1.44%
26,981
+1,177
25
$1.76M 1.36%
19,627
-1,406
1
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