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
$134M
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$865K
3
+$800K
4
GLD icon
SPDR Gold Trust
GLD
+$542K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$370K

Top Sells

1
+$1.06M
2
+$393K
3
+$321K
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$320K
5
AAL icon
American Airlines Group
AAL
+$293K

Sector Composition

1 Industrials 4.06%
2 Financials 3.27%
3 Technology 2.36%
4 Consumer Staples 1.82%
5 Healthcare 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.81M 6.6%
309,640
+4,648
2
$8.68M 6.49%
94,068
+3,941
3
$4.66M 3.49%
59,292
+318
4
$4.37M 3.27%
286,826
-5,766
5
$3.77M 2.82%
64,038
+2,624
6
$3.65M 2.74%
254,316
+7,680
7
$3.63M 2.72%
74,701
-527
8
$3.58M 2.68%
47,911
-1,054
9
$3.5M 2.62%
134,765
+7,970
10
$3.48M 2.61%
25,599
+218
11
$2.83M 2.12%
22,853
+283
12
$2.77M 2.07%
37,613
-226
13
$2.68M 2%
65,496
+2,659
14
$2.62M 1.96%
71,436
-173
15
$2.58M 1.93%
25,871
-614
16
$2.43M 1.82%
114,740
-6,520
17
$2.42M 1.81%
78,824
-4,079
18
$2.32M 1.74%
145,570
-1,900
19
$2.3M 1.72%
54,068
+500
20
$2.19M 1.64%
27,294
-1,611
21
$2.19M 1.64%
72,915
+4,095
22
$2.12M 1.59%
67,636
+332
23
$2.03M 1.52%
25,552
+463
24
$1.82M 1.36%
127,707
+10,551
25
$1.74M 1.3%
13,475
-350
1
2 3 4 5