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CFA

Cahill Financial Advisors Portfolio holdings

AUM $924M
1-Year Est. Return 16.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$878M
AUM Growth
+$72.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.14M
3
+$1.98M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.64M
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.52M

Top Sells

1
+$939K
2
+$863K
3
+$752K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$563K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$486K

Sector Composition

1 Technology 4.1%
2 Financials 3.32%
3 Industrials 1.33%
4 Consumer Discretionary 0.92%
5 Healthcare 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$321K 0.04%
2,546
-709
227
$318K 0.04%
6,784
+22
228
$318K 0.04%
5,299
+2
229
$318K 0.04%
6,271
-443
230
$317K 0.04%
713
+14
231
$317K 0.04%
5,309
232
$314K 0.04%
3,272
233
$314K 0.04%
10,395
234
$311K 0.04%
3,271
+18
235
$309K 0.04%
134,960
236
$309K 0.04%
3,995
-40
237
$308K 0.04%
4,690
-388
238
$307K 0.04%
5,958
+64
239
$306K 0.03%
1,718
+1
240
$299K 0.03%
+1,058
241
$299K 0.03%
24,965
-18,544
242
$298K 0.03%
1,033
+4
243
$296K 0.03%
1,370
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244
$295K 0.03%
6,479
245
$293K 0.03%
1,166
-110
246
$288K 0.03%
1,169
+2
247
$284K 0.03%
1,707
+81
248
$276K 0.03%
4,867
+79
249
$272K 0.03%
2,639
+33
250
$271K 0.03%
685
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10
11 12