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
76
$438K 0.33%
46,690
-1,530
77
$435K 0.33%
14,690
+4,091
78
$425K 0.32%
5,557
-63
79
$382K 0.29%
4,385
+1,539
80
$374K 0.28%
3,644
+209
81
$368K 0.28%
48,773
+3,722
82
$357K 0.27%
17,170
+221
83
$330K 0.25%
2,508
+1,008
84
$329K 0.25%
14,887
+4
85
$324K 0.24%
49,416
+4,080
86
$322K 0.24%
3,919
+1,110
87
$317K 0.24%
13,946
88
$303K 0.23%
4,723
+23
89
$301K 0.23%
10,565
+1,922
90
$293K 0.22%
+7,660
91
$291K 0.22%
3,533
+44
92
$289K 0.22%
6,450
-400
93
$288K 0.22%
5,209
-158
94
$287K 0.22%
18,065
+30
95
$280K 0.21%
9,426
-2,965
96
$270K 0.2%
14,350
+1,200
97
$270K 0.2%
6,145
+827
98
$256K 0.19%
2,032
+18
99
$251K 0.19%
2,725
-100
100
$242K 0.18%
4,194
+23
1 2 3
4
5