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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
251
$269K 0.03%
6,051
-106
252
$269K 0.03%
2,006
+521
253
$263K 0.03%
2,193
+21
254
$261K 0.03%
2,849
255
$260K 0.03%
1,415
+35
256
$258K 0.03%
1,821
+1
257
$256K 0.03%
1,698
-1,544
258
$253K 0.03%
+3,373
259
$251K 0.03%
4,920
260
$250K 0.03%
1,878
-182
261
$247K 0.03%
1,970
262
$247K 0.03%
2,592
+11
263
$240K 0.03%
1,086
+3
264
$239K 0.03%
25,194
265
$237K 0.03%
2,841
-66
266
$236K 0.03%
1,539
-218
267
$236K 0.03%
1,233
268
$234K 0.03%
1,248
-202
269
$231K 0.03%
1,601
+1
270
$228K 0.03%
5,823
271
$227K 0.03%
814
+12
272
$220K 0.03%
+4,628
273
$218K 0.02%
2,568
+38
274
$214K 0.02%
+2,131
275
$212K 0.02%
+1,102
8 9 10
11
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