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
201
$289K 0.04%
1,298
+7
202
$285K 0.04%
2,550
-410
203
$283K 0.04%
4,173
+59
204
$281K 0.04%
3,171
+42
205
$279K 0.04%
3,083
+139
206
$278K 0.04%
29,492
207
$276K 0.04%
1,990
+3
208
$274K 0.04%
1,869
-61
209
$272K 0.04%
2,855
+19
210
$271K 0.04%
6,669
-7,962
211
$271K 0.04%
2,913
+5
212
$270K 0.04%
1,472
-822
213
$266K 0.04%
12,535
-211
214
$261K 0.04%
1,052
+31
215
$255K 0.04%
15,445
-4,555
216
$255K 0.04%
13,752
+45
217
$250K 0.04%
12,891
-454
218
$248K 0.04%
2,371
-233
219
$245K 0.04%
8,524
-1,109
220
$244K 0.04%
1,639
+21
221
$241K 0.04%
3,974
-25
222
$236K 0.03%
1,887
+4
223
$233K 0.03%
2,246
+2
224
$232K 0.03%
5,614
-3
225
$231K 0.03%
2,919
+3
6 7 8
9
10