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
$133M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$881K
3
+$801K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$759K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$652K

Top Sells

1
+$589K
2
+$329K
3
+$242K
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$237K
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$208K

Sector Composition

1 Industrials 6.23%
2 Financials 2.98%
3 Technology 2.47%
4 Consumer Staples 1.85%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.86M 7.38%
340,220
+27,660
2
$9.48M 7.1%
105,376
+9,791
3
$4.79M 3.59%
58,954
-534
4
$3.98M 2.98%
47,508
+634
5
$3.78M 2.83%
66,628
+1,664
6
$3.67M 2.75%
281,752
+8,788
7
$3.54M 2.65%
78,014
-212
8
$3.49M 2.61%
257,454
-994
9
$3.35M 2.51%
23,630
-904
10
$2.89M 2.16%
118,550
+14,305
11
$2.69M 2.01%
77,633
+7,157
12
$2.64M 1.98%
34,988
-1,348
13
$2.63M 1.97%
35,403
+19,914
14
$2.62M 1.96%
32,765
+8,149
15
$2.58M 1.94%
66,370
-8,448
16
$2.37M 1.77%
29,377
-2,048
17
$2.3M 1.73%
56,524
+3,544
18
$2.25M 1.68%
77,820
+1,185
19
$2.23M 1.67%
18,419
-750
20
$2.13M 1.6%
157,425
+24,609
21
$2.02M 1.51%
40,922
+10,628
22
$1.98M 1.48%
136,880
+11,850
23
$1.95M 1.46%
82,385
-10,218
24
$1.91M 1.43%
70,016
+4,804
25
$1.82M 1.36%
59,178
-5,984
1
2 3 4 5