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
$278M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$1.03M
3
+$1.02M
4
QCOM icon
Qualcomm
QCOM
+$861K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$676K

Top Sells

1
+$1.8M
2
+$1.7M
3
+$996K
4
CSCO icon
Cisco
CSCO
+$874K
5
MMM icon
3M
MMM
+$776K

Sector Composition

1 Technology 5.87%
2 Financials 4.21%
3 Consumer Discretionary 1.83%
4 Industrials 1.7%
5 Utilities 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.1M 6.53%
141,011
+1,442
2
$17.3M 6.23%
208,248
+37,435
3
$16.7M 6.03%
289,772
-6,148
4
$13.5M 4.85%
523,372
+9,844
5
$10.6M 3.82%
94,284
-1,847
6
$8.81M 3.17%
161,441
+246
7
$8.14M 2.93%
70,275
-1,221
8
$7.33M 2.64%
34,407
+813
9
$5.65M 2.04%
71,611
+8,561
10
$5M 1.8%
56,719
+11,560
11
$4.76M 1.72%
45,571
-9,532
12
$4.58M 1.65%
71,785
-723
13
$4.49M 1.62%
78,237
-346
14
$4.39M 1.58%
101,439
-267
15
$3.72M 1.34%
61,875
-675
16
$3.44M 1.24%
139,929
+42
17
$3.22M 1.16%
38,821
+971
18
$3.2M 1.15%
9,519
+38
19
$3.19M 1.15%
51,280
20
$3M 1.08%
59,850
+1,302
21
$2.99M 1.08%
80,650
-5,380
22
$2.99M 1.08%
222,270
+1,140
23
$2.92M 1.05%
60,224
-35,046
24
$2.72M 0.98%
172,978
-3,498
25
$2.56M 0.92%
21,712
+729
1
2 3 4 5