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
$131M
AUM Growth
+$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$883K
2
+$403K
3
+$306K
4
CSCO icon
Cisco
CSCO
+$298K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$273K

Top Sells

1
+$520K
2
+$392K
3
+$385K
4
GIS icon
General Mills
GIS
+$344K
5
CMCSA icon
Comcast
CMCSA
+$314K

Sector Composition

1 Industrials 4.91%
2 Financials 3.3%
3 Technology 2.43%
4 Consumer Staples 2.07%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.69M 6.62%
304,992
+6,924
2
$8.34M 6.36%
90,127
+3,303
3
$4.75M 3.62%
58,974
-834
4
$4.42M 3.37%
292,592
+58,386
5
$4.13M 3.15%
48,965
+1,825
6
$3.71M 2.83%
75,228
-582
7
$3.66M 2.79%
25,381
+718
8
$3.65M 2.78%
61,414
+354
9
$3.55M 2.71%
246,636
+7,596
10
$3.42M 2.6%
126,795
+4,516
11
$2.87M 2.19%
37,839
-1,343
12
$2.8M 2.13%
22,570
+331
13
$2.69M 2.05%
26,485
-155
14
$2.66M 2.02%
71,609
+355
15
$2.62M 1.99%
121,260
-4,605
16
$2.57M 1.96%
62,837
-2,337
17
$2.51M 1.91%
82,903
-1,764
18
$2.33M 1.77%
28,905
-6,462
19
$2.32M 1.77%
53,568
-3,380
20
$2.29M 1.74%
147,470
+510
21
$2.09M 1.6%
67,304
-3,292
22
$2.09M 1.59%
68,820
+2,745
23
$2.01M 1.53%
25,089
+3,014
24
$1.91M 1.45%
13,825
+10
25
$1.8M 1.37%
25,952
-1,029
1
2 3 4 5