Portfolio (Quarterly)
Guide ↗
CAHILL FINANCIAL ADVISORS INC
· CIK 0001600327| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PTY | PIMCO CORPORATE & INCOME OPPOR COM | Financial Services | 36,162 | $466K | 0.05% | SOLD |
| 2 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | — | 6,798 | $336K | 0.04% | SOLD |
| 3 | ALLY | ALLY FINL INC COM | Financial Services | 5,823 | $264K | 0.03% | SOLD |
| 4 | ABT | ABBOTT LABORATORIES | Healthcare | 1,900 | $238K | 0.03% | SOLD |
| 5 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | — | 452 | $214K | 0.02% | SOLD |
| 6 | NOW | SERVICENOW INC | Technology | 1,380 | $211K | 0.02% | SOLD |
| 7 | EA | ELECTRONIC ARTS INC COM | Communication Services | 1,024 | $209K | 0.02% | SOLD |
| 8 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 1,455 | $208K | 0.02% | SOLD |
Sector Allocation
Technology
33.8%
Financial Services
17.7%
Industrials
12.9%
Healthcare
7.5%
Consumer Cyclical
7.2%
Energy
6.3%
Consumer Defensive
5.2%
Utilities
4.0%
Basic Materials
2.2%
Communication Services
2.0%