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
$676M
AUM Growth
+$74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.16M
3
+$1.92M
4
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$1.8M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.69M

Top Sells

1
+$1.79M
2
+$853K
3
+$729K
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$575K
5
XOM icon
Exxon Mobil
XOM
+$483K

Sector Composition

1 Technology 3.66%
2 Financials 2.99%
3 Industrials 1.57%
4 Consumer Discretionary 0.96%
5 Healthcare 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$230K 0.03%
6,594
-1,812
227
$230K 0.03%
+832
228
$229K 0.03%
739
-161
229
$221K 0.03%
1,410
-45
230
$220K 0.03%
+2,576
231
$214K 0.03%
+5,307
232
$212K 0.03%
+4,241
233
$209K 0.03%
+1,915
234
$208K 0.03%
+1,992
235
$202K 0.03%
1,518
-149
236
$171K 0.03%
19,708
-98
237
$153K 0.02%
19,943
-2,765
238
$78.2K 0.01%
4,808
-1,118
239
$10.4K ﹤0.01%
18,249
240
– –
-3,013
241
– –
-5,803
242
– –
-9,786
243
– –
-4,357
244
– –
-7,289
245
– –
-11,140
246
– –
-52,780
247
– –
-10,525
248
– –
-3,939
249
– –
-5,680
250
– –
-25,527
6 7 8 9
10