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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
51
$2.93M 0.33%
4,887
-284
52
$2.81M 0.32%
30,784
-396
53
$2.79M 0.32%
16,959
+54
54
$2.79M 0.32%
23,447
-338
55
$2.73M 0.31%
28,291
+1,293
56
$2.68M 0.31%
12,224
+168
57
$2.55M 0.29%
13,675
+506
58
$2.54M 0.29%
22,329
+179
59
$2.51M 0.29%
89,734
+10,170
60
$2.47M 0.28%
38,439
+37
61
$2.47M 0.28%
75,000
-586
62
$2.43M 0.28%
6,644
63
$2.4M 0.27%
7,305
-328
64
$2.4M 0.27%
52,757
+7,430
65
$2.36M 0.27%
60,751
+8,625
66
$2.34M 0.27%
51,072
67
$2.3M 0.26%
64,629
-2,916
68
$2.27M 0.26%
21,345
+11,747
69
$2.21M 0.25%
75,289
+114
70
$2.2M 0.25%
21,976
+55
71
$2.18M 0.25%
6,915
+36
72
$2.07M 0.24%
63,256
73
$2.04M 0.23%
13,153
-1,567
74
$2.02M 0.23%
10,674
-3,024
75
$2.02M 0.23%
23,086
+3,640
1 2
3
4 5