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
51
$645K 0.48%
5,074
+759
52
$636K 0.48%
10,388
53
$616K 0.46%
8,212
+816
54
$609K 0.46%
5,864
+28
55
$601K 0.45%
5,621
-101
56
$596K 0.45%
5,065
+710
57
$584K 0.44%
18,035
+497
58
$574K 0.43%
11,556
-1,450
59
$572K 0.43%
10,563
+1,256
60
$570K 0.43%
+10,710
61
$567K 0.42%
27,312
62
$563K 0.42%
8,142
+2,198
63
$552K 0.41%
9,240
-485
64
$547K 0.41%
8,796
+264
65
$547K 0.41%
13,066
+171
66
$541K 0.41%
5,817
-2,238
67
$528K 0.4%
9,376
-538
68
$517K 0.39%
5,027
+100
69
$511K 0.38%
2,306
+847
70
$505K 0.38%
5,291
-265
71
$477K 0.36%
58,014
+4,578
72
$470K 0.35%
7,807
-788
73
$457K 0.34%
7,993
+137
74
$447K 0.33%
+11,081
75
$445K 0.33%
12,765
-152
1 2
3
4 5