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
$134M
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$865K
3
+$800K
4
GLD icon
SPDR Gold Trust
GLD
+$542K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$370K

Top Sells

1
+$1.06M
2
+$393K
3
+$321K
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$320K
5
AAL icon
American Airlines Group
AAL
+$293K

Sector Composition

1 Industrials 4.06%
2 Financials 3.27%
3 Technology 2.36%
4 Consumer Staples 1.82%
5 Healthcare 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 1.29%
19,478
-84
27
$1.71M 1.28%
29,388
-105
28
$1.7M 1.27%
25,525
-427
29
$1.54M 1.15%
187,530
+732
30
$1.46M 1.09%
80,804
+8,056
31
$1.39M 1.04%
17,404
-144
32
$1.37M 1.03%
+27,735
33
$1.3M 0.97%
44,994
-11,072
34
$1.18M 0.88%
21,292
+5,483
35
$1.11M 0.83%
27,949
-1,052
36
$1.1M 0.82%
23,302
-694
37
$1.09M 0.81%
21,278
+2,535
38
$1.02M 0.77%
9,910
+346
39
$967K 0.72%
15,489
40
$945K 0.71%
8,271
-450
41
$913K 0.68%
16,925
-330
42
$865K 0.65%
10,588
-424
43
$865K 0.65%
+14,154
44
$839K 0.63%
26,792
+2,829
45
$800K 0.6%
+15,273
46
$749K 0.56%
18,211
-1,597
47
$721K 0.54%
17,137
+7,772
48
$714K 0.53%
7,326
-560
49
$707K 0.53%
19,471
-8,854
50
$694K 0.52%
7,005
+149
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