We are live on ! Find out more
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
276
$212K 0.02%
+1,808
277
$209K 0.02%
1,136
-114
278
$208K 0.02%
1,029
-324
279
$208K 0.02%
+3,992
280
$206K 0.02%
4,075
+221
281
$206K 0.02%
+1,512
282
$205K 0.02%
+628
283
$204K 0.02%
+3,815
284
$203K 0.02%
+4,682
285
$183K 0.02%
15,813
-459
286
$107K 0.01%
11,671
-1,344
287
$7.95K ﹤0.01%
912
288
$83 ﹤0.01%
+11,800
289
– –
-4,928
290
– –
-8,822
291
– –
-763
292
– –
-9,746
293
– –
-5,887
8 9 10 11
12