CFA

Cahill Financial Advisors Portfolio holdings

AUM $914M
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$806M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.78M
3
+$2.05M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.85M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.8M

Top Sells

1
+$2.14M
2
+$1.83M
3
+$741K
4
MMM icon
3M
MMM
+$727K
5
MTBA icon
Simplify MBS ETF
MTBA
+$600K

Sector Composition

1 Technology 3.74%
2 Financials 3.37%
3 Industrials 1.34%
4 Consumer Discretionary 1.01%
5 Healthcare 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$309K 0.04%
1,080
-40
227
$304K 0.04%
4,035
+357
228
$304K 0.04%
5,078
229
$298K 0.04%
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+1
230
$297K 0.04%
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231
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+2,907
232
$292K 0.04%
+2,060
233
$291K 0.04%
+10,395
234
$286K 0.04%
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235
$284K 0.04%
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236
$283K 0.04%
1,276
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237
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238
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+12
239
$276K 0.03%
6,479
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240
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241
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1,250
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242
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244
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245
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246
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2,606
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247
$250K 0.03%
1,450
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248
$248K 0.03%
685
249
$248K 0.03%
+1,083
250
$246K 0.03%
25,194
-798
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10
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