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
101
$238K 0.18%
4,264
+6
102
$232K 0.17%
11,410
103
$217K 0.16%
+3,846
104
$212K 0.16%
4,722
-58
105
$207K 0.15%
+2,998
106
$206K 0.15%
2,164
-150
107
– –
-5,550
108
– –
-22,212
109
– –
-12,635
110
– –
-12,000
111
– –
0
1 2 3 4
5