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
1
$44.2M 6.54%
521,097
+30,981
2
$31.8M 4.71%
102,409
+5,429
3
$25.5M 3.77%
146,518
+256
4
$23.8M 3.51%
1,150,479
+71,559
5
$20.3M 3%
119,201
-546
6
$19.9M 2.94%
283,258
+13,377
7
$19.9M 2.94%
264,897
-11,360
8
$18.4M 2.73%
250,507
+6,854
9
$17.9M 2.64%
119,510
+7,087
10
$16.8M 2.48%
574,571
+51,803
11
$16.6M 2.45%
345,951
+8,418
12
$15.3M 2.26%
198,387
-2,873
13
$15.3M 2.26%
293,150
+15,215
14
$13.9M 2.06%
39,018
+2,376
15
$13.4M 1.99%
69,813
+71
16
$12.8M 1.9%
525,176
+88,363
17
$11.9M 1.76%
633,921
-21,087
18
$11M 1.62%
459,948
+44,436
19
$10.8M 1.59%
111,034
+3,550
20
$9.65M 1.43%
234,692
+8,901
21
$9.34M 1.38%
120,109
+3,809
22
$8.13M 1.2%
240,899
+3,599
23
$7.54M 1.12%
136,090
+4,095
24
$7.48M 1.11%
69,085
+3,318
25
$5.81M 0.86%
15,459
+4,432
1
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