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
251
$242K 0.03%
2,581
+17
252
$242K 0.03%
1,820
-76
253
$240K 0.03%
4,920
254
$236K 0.03%
1,339
-42
255
$235K 0.03%
4,788
-64
256
$235K 0.03%
2,849
+7
257
$227K 0.03%
+1,083
258
$227K 0.03%
5,823
259
$226K 0.03%
1,970
260
$223K 0.03%
134,960
261
$222K 0.03%
+699
262
$218K 0.03%
+5,887
263
$218K 0.03%
2,530
-22,128
264
$216K 0.03%
+1,353
265
$215K 0.03%
802
+2
266
$212K 0.03%
1,233
-24
267
$212K 0.03%
3,854
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268
$208K 0.03%
763
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269
$202K 0.03%
1,600
270
$202K 0.03%
+1,485
271
$173K 0.02%
16,272
-4,102
272
$132K 0.02%
13,015
-4,757
273
$8.69K ﹤0.01%
912
274
– –
-2,255
275
– –
-9,211
8 9 10
11
12