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
51
$2.74M 0.41%
30,784
+866
52
$2.71M 0.4%
59,363
+502
53
$2.7M 0.4%
14,981
+192
54
$2.59M 0.38%
47,133
+1,956
55
$2.56M 0.38%
51,860
-794
56
$2.48M 0.37%
25,064
+4,109
57
$2.48M 0.37%
96,602
+10,663
58
$2.46M 0.36%
186,036
-55,049
59
$2.42M 0.36%
77,000
-445
60
$2.36M 0.35%
44,361
+18
61
$2.35M 0.35%
27,111
-5
62
$2.28M 0.34%
8,331
+5
63
$2.26M 0.33%
4,286
+14
64
$2.25M 0.33%
75,477
-72
65
$2.16M 0.32%
10,122
+303
66
$2.12M 0.31%
27,140
-929
67
$2.04M 0.3%
10,147
+1,058
68
$2.01M 0.3%
80,097
-546
69
$1.92M 0.28%
51,727
70
$1.9M 0.28%
12,478
+313
71
$1.89M 0.28%
22,650
+779
72
$1.89M 0.28%
72,340
-2,596
73
$1.88M 0.28%
62,895
-3,645
74
$1.85M 0.27%
70,451
+3,464
75
$1.83M 0.27%
35,698
-357
1 2
3
4 5