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
26
$5.76M 0.85%
24,745
+1,579
27
$5.62M 0.83%
63,555
-360
28
$5.36M 0.79%
64,291
+1,551
29
$5.02M 0.74%
34,150
+6,516
30
$4.91M 0.73%
49,557
-2,105
31
$4.78M 0.71%
207,498
-19,482
32
$4.71M 0.7%
93,294
+38,133
33
$4.45M 0.66%
214,332
+12,432
34
$4.22M 0.62%
54,481
-214
35
$4.17M 0.62%
225,775
-2,967
36
$3.73M 0.55%
65,865
-327
37
$3.68M 0.54%
157,371
+11,517
38
$3.6M 0.53%
152,476
-1,704
39
$3.56M 0.53%
22,575
-153
40
$3.39M 0.5%
33,255
-341
41
$3.29M 0.49%
53,088
+1,180
42
$3.24M 0.48%
138,667
+77,063
43
$3.14M 0.46%
43,294
+1,722
44
$3.09M 0.46%
79,491
+2,819
45
$3.09M 0.46%
6,496
+408
46
$3.09M 0.46%
51,536
+30
47
$3.02M 0.45%
70,973
-3,412
48
$2.97M 0.44%
116,865
+8,811
49
$2.8M 0.41%
5,865
+194
50
$2.75M 0.41%
149,012
-2,292
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