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
101
$1.26M 0.19%
15,449
+1,557
102
$1.24M 0.18%
37,957
-965
103
$1.24M 0.18%
12,353
-4,834
104
$1.23M 0.18%
12,351
+1,667
105
$1.23M 0.18%
19,276
-1,726
106
$1.2M 0.18%
7,333
-2,644
107
$1.17M 0.17%
13,879
-4,911
108
$1.17M 0.17%
48,264
+66
109
$1.14M 0.17%
14,367
+1,336
110
$1.13M 0.17%
5,369
-507
111
$1.12M 0.17%
10,872
-886
112
$1.11M 0.16%
13,635
113
$1.1M 0.16%
12,025
-374
114
$1.06M 0.16%
10,119
-128
115
$1.04M 0.15%
21,989
+357
116
$1.04M 0.15%
12,237
-566
117
$1.01M 0.15%
3,866
+1
118
$1.01M 0.15%
39,660
-2,022
119
$996K 0.15%
2,490
-658
120
$966K 0.14%
39,300
+13,533
121
$962K 0.14%
6,568
-360
122
$960K 0.14%
54,396
-23,835
123
$956K 0.14%
3,232
-187
124
$952K 0.14%
11,353
-822
125
$935K 0.14%
8,627
-2,299
3 4
5
6 7