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
76
$420K 0.31%
46,520
+40
77
$411K 0.31%
12,747
+21
78
$409K 0.31%
48,768
-2,958
79
$401K 0.3%
5,944
80
$372K 0.28%
46,607
81
$370K 0.28%
+6,454
82
$360K 0.27%
+16,195
83
$332K 0.25%
13,946
84
$303K 0.23%
18,341
85
$297K 0.22%
+18,245
86
$286K 0.21%
3,212
87
$276K 0.21%
15,150
+50
88
$275K 0.21%
9,995
-798
89
$272K 0.2%
8,802
+1,018
90
$271K 0.2%
10,065
-661
91
$268K 0.2%
11,250
-3,100
92
$266K 0.2%
6,006
+6
93
$257K 0.19%
2,106
+7
94
$256K 0.19%
+2,478
95
$255K 0.19%
4,141
+313
96
$252K 0.19%
+4,099
97
$250K 0.19%
7,174
+48
98
$248K 0.19%
+11,625
99
$246K 0.18%
710
100
$242K 0.18%
11,129
-3,222
1 2 3
4
5