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
176
$407K 0.06%
734
+1
177
$402K 0.06%
6,193
+2,470
178
$401K 0.06%
4,626
179
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7,788
180
$394K 0.06%
32,359
-389
181
$386K 0.06%
2,840
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182
$385K 0.06%
5,718
183
$382K 0.06%
11,350
+36
184
$375K 0.06%
+4,102
185
$369K 0.05%
7,108
+1,972
186
$362K 0.05%
8,988
-8
187
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188
$350K 0.05%
3,318
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189
$349K 0.05%
995
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190
$347K 0.05%
3,359
191
$346K 0.05%
1,418
192
$345K 0.05%
+6,534
193
$343K 0.05%
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194
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5,912
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195
$332K 0.05%
7,730
-995
196
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6,002
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197
$303K 0.04%
3,055
-263
198
$301K 0.04%
+1,045
199
$300K 0.04%
3,429
+2
200
$298K 0.04%
20,595
-155
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8
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