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
51
$693K 0.52%
8,843
+30
52
$670K 0.5%
11,360
+202
53
$659K 0.49%
26,779
+1,910
54
$658K 0.49%
45,828
+264
55
$656K 0.49%
34,351
+4,691
56
$651K 0.49%
5,855
-180
57
$637K 0.48%
5,522
-74
58
$625K 0.47%
4,906
-161
59
$613K 0.46%
23,160
+4,705
60
$603K 0.45%
4,460
-510
61
$584K 0.44%
13,447
-104
62
$568K 0.43%
8,658
+134
63
$544K 0.41%
3,915
-285
64
$542K 0.41%
+4,815
65
$539K 0.4%
7,266
+2
66
$538K 0.4%
5,129
-50
67
$536K 0.4%
5,507
-576
68
$500K 0.37%
9,321
-957
69
$496K 0.37%
16,288
-1,500
70
$496K 0.37%
19,045
71
$489K 0.37%
5,061
+424
72
$458K 0.34%
9,806
-489
73
$438K 0.33%
5,588
-449
74
$422K 0.32%
6,280
+20
75
$421K 0.32%
7,332
-2,149
1 2
3
4 5