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
151
$649K 0.1%
1,088
-268
152
$623K 0.09%
17,873
-6,132
153
$614K 0.09%
3,787
+6
154
$612K 0.09%
2,348
+105
155
$563K 0.08%
3,308
-332
156
$552K 0.08%
26,678
-3,059
157
$549K 0.08%
3,501
+23
158
$548K 0.08%
10,842
-3,429
159
$543K 0.08%
1
160
$523K 0.08%
2,805
-43
161
$508K 0.08%
15,867
+6,266
162
$502K 0.07%
6,090
+838
163
$500K 0.07%
1,685
+4
164
$494K 0.07%
8,808
+274
165
$489K 0.07%
1,411
+37
166
$464K 0.07%
8,100
-614
167
$463K 0.07%
7,246
-257
168
$455K 0.07%
6,845
+63
169
$441K 0.07%
2,838
-457
170
$431K 0.06%
8,761
-2,528
171
$431K 0.06%
9,952
+1,393
172
$428K 0.06%
8,526
-1,850
173
$428K 0.06%
1,695
+321
174
$426K 0.06%
603
+56
175
$422K 0.06%
4,884
-73
5 6
7
8 9