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
$133M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$881K
3
+$801K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$759K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$652K

Top Sells

1
+$589K
2
+$329K
3
+$242K
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$237K
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$208K

Sector Composition

1 Industrials 6.23%
2 Financials 2.98%
3 Technology 2.47%
4 Consumer Staples 1.85%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 1.29%
12,339
+247
27
$1.59M 1.19%
195,642
+6,630
28
$1.47M 1.1%
61,913
-2,403
29
$1.44M 1.08%
41,165
+4,222
30
$1.29M 0.97%
16,470
-56
31
$1.28M 0.96%
28,086
+267
32
$1.26M 0.94%
12,733
+1,077
33
$1.25M 0.94%
23,437
+520
34
$1.24M 0.93%
92,879
+4,842
35
$1.2M 0.9%
25,714
-486
36
$1.18M 0.89%
21,670
-734
37
$1.16M 0.87%
23,331
+1,052
38
$1.06M 0.79%
12,824
+488
39
$1.03M 0.78%
28,828
+2,130
40
$923K 0.69%
9,245
+471
41
$829K 0.62%
8,344
+72
42
$819K 0.61%
16,811
-340
43
$819K 0.61%
28,246
+785
44
$790K 0.59%
5,918
+18
45
$769K 0.58%
5,041
+66
46
$759K 0.57%
+8,797
47
$711K 0.53%
49,350
+2,970
48
$687K 0.51%
6,348
+133
49
$667K 0.5%
42,287
+3,337
50
$662K 0.5%
4,195
-15
1
2
3 4 5