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
76
$1.91M 0.24%
45,327
-5,059
77
$1.89M 0.23%
7,955
-242
78
$1.86M 0.23%
52,126
-6,688
79
$1.72M 0.21%
54,288
+869
80
$1.69M 0.21%
2,548
+277
81
$1.68M 0.21%
59,819
-6,213
82
$1.62M 0.2%
19,446
-16
83
$1.58M 0.2%
5,707
+543
84
$1.56M 0.19%
54,947
85
$1.54M 0.19%
4,327
-352
86
$1.53M 0.19%
46,252
+120
87
$1.48M 0.18%
23,599
-2,826
88
$1.44M 0.18%
4,624
+6
89
$1.38M 0.17%
2,435
+20
90
$1.35M 0.17%
34,385
+417
91
$1.34M 0.17%
9,920
+65
92
$1.33M 0.16%
20,220
+33
93
$1.32M 0.16%
11,996
94
$1.31M 0.16%
26,332
-468
95
$1.31M 0.16%
12,115
-383
96
$1.29M 0.16%
31,714
-34
97
$1.28M 0.16%
26,021
-597
98
$1.26M 0.16%
47,212
-3,736
99
$1.23M 0.15%
40,929
+66
100
$1.22M 0.15%
31,045
+386
2 3
4
5 6