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
126
$927K 0.14%
38,258
+266
127
$881K 0.13%
2,017
+728
128
$865K 0.13%
1,310
-3
129
$856K 0.13%
3,925
-1,121
130
$851K 0.13%
2,079
+347
131
$830K 0.12%
2,737
-62
132
$829K 0.12%
16,166
+176
133
$827K 0.12%
8,787
-197
134
$809K 0.12%
29,226
-246
135
$785K 0.12%
17,044
+10,364
136
$783K 0.12%
5,555
137
$764K 0.11%
7,424
+1,952
138
$741K 0.11%
5,113
-208
139
$718K 0.11%
74,906
-1,239
140
$713K 0.11%
134,960
141
$710K 0.11%
28,653
-354
142
$708K 0.1%
14,300
-1,770
143
$701K 0.1%
11,324
-505
144
$697K 0.1%
22,400
+11,240
145
$690K 0.1%
13,372
-1,289
146
$689K 0.1%
3,473
+2
147
$675K 0.1%
19,416
-2,131
148
$662K 0.1%
5,232
-640
149
$662K 0.1%
26,155
-524
150
$651K 0.1%
2,692
-76
4 5
6
7 8