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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
26
$6.38M 0.73%
48,158
-595
27
$5.94M 0.68%
11,463
+220
28
$5.76M 0.66%
57,236
+7,393
29
$5.71M 0.65%
100,047
-4,706
30
$5.39M 0.61%
185,104
+1,032
31
$5.26M 0.6%
7,866
+3,080
32
$5.05M 0.58%
93,219
-1,983
33
$4.94M 0.56%
184,424
+2,456
34
$4.75M 0.54%
223,562
-3,474
35
$4.71M 0.54%
95,741
-634
36
$4.66M 0.53%
68,662
-2,341
37
$4.32M 0.49%
185,754
+20,135
38
$4.21M 0.48%
41,981
+16,421
39
$4.18M 0.48%
121,855
-692
40
$4.1M 0.47%
19,629
-537
41
$4.03M 0.46%
77,142
+887
42
$4.03M 0.46%
120,871
-589
43
$4.02M 0.46%
164,125
+50
44
$3.97M 0.45%
5,964
-443
45
$3.89M 0.44%
139,514
-4,531
46
$3.81M 0.43%
75,545
+30,559
47
$3.41M 0.39%
9,009
+8
48
$3.19M 0.36%
35,568
-267
49
$3.03M 0.34%
12,502
+201
50
$3M 0.34%
116,182
+3,446
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