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
76
$1.83M 0.27%
16,349
-1,706
77
$1.82M 0.27%
17,328
-854
78
$1.81M 0.27%
36,522
+95
79
$1.72M 0.25%
6,571
80
$1.71M 0.25%
7,210
-82
81
$1.7M 0.25%
51,072
-204
82
$1.68M 0.25%
33,526
+11,742
83
$1.67M 0.25%
65,379
84
$1.62M 0.24%
50,294
+1,067
85
$1.59M 0.24%
21,091
+224
86
$1.55M 0.23%
14,867
-380
87
$1.5M 0.22%
11,564
-2,687
88
$1.49M 0.22%
17,695
+216
89
$1.48M 0.22%
28,985
+3,565
90
$1.47M 0.22%
8,918
-233
91
$1.47M 0.22%
20,372
+790
92
$1.47M 0.22%
20,828
-701
93
$1.42M 0.21%
60,940
+3,402
94
$1.41M 0.21%
32,668
-6,693
95
$1.41M 0.21%
3,113
-826
96
$1.31M 0.19%
3,068
-80
97
$1.3M 0.19%
21,051
+66
98
$1.28M 0.19%
13,369
-4,673
99
$1.27M 0.19%
40,554
-34
100
$1.26M 0.19%
46,494
+752
2 3
4
5 6