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
101
$238K 0.18%
2,080
+50
102
$225K 0.17%
25,019
+4,519
103
$220K 0.16%
3,574
+314
104
$213K 0.16%
1,648
-151
105
$213K 0.16%
+8,215
106
$211K 0.16%
+4,115
107
$206K 0.15%
3,237
-540
108
$206K 0.15%
4,255
+375
109
$205K 0.15%
+7,966
110
$184K 0.14%
+10,408
111
$127K 0.1%
+10,194
112
– –
-9,125
113
– –
-23,585
1 2 3 4
5