CFA

Cahill Financial Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 12.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$736M
AUM Growth
-$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$3.94M
3
+$2M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.95M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.78M

Top Sells

1
+$8.46M
2
+$7.48M
3
+$3.19M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.94M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$793K

Sector Composition

1 Financials 3.88%
2 Technology 3.87%
3 Industrials 1.6%
4 Healthcare 0.99%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$277K 0.04%
5,325
+964
227
$272K 0.04%
3,271
+1
228
$272K 0.04%
3,241
+10
229
$265K 0.04%
134,960
230
$263K 0.04%
1,716
+1
231
$262K 0.04%
4,770
+415
232
$262K 0.04%
5,078
233
$249K 0.03%
25,992
234
$243K 0.03%
+3,678
235
$241K 0.03%
15,445
236
$240K 0.03%
2,564
-1,170
237
$236K 0.03%
2,692
+88
238
$236K 0.03%
1,896
+2
239
$234K 0.03%
3,242
+90
240
$234K 0.03%
2,255
+1
241
$232K 0.03%
+6,466
242
$225K 0.03%
+1,352
243
$224K 0.03%
1,246
+3
244
$223K 0.03%
685
245
$222K 0.03%
828
+23
246
$222K 0.03%
1,257
247
$222K 0.03%
6,130
248
$220K 0.03%
1,380
-115
249
$219K 0.03%
2,576
250
$216K 0.03%
1,855
-419
7 8 9
10
11