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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
76
$1.96M 0.22%
6,064
-704
77
$1.94M 0.22%
3,415
-37
78
$1.93M 0.22%
7,598
-357
79
$1.93M 0.22%
20,689
-853
80
$1.92M 0.22%
38,246
-377
81
$1.85M 0.21%
78,918
+42,953
82
$1.85M 0.21%
54,912
+624
83
$1.84M 0.21%
19,704
-680
84
$1.75M 0.2%
59,064
-755
85
$1.71M 0.19%
5,005
+678
86
$1.69M 0.19%
5,690
-17
87
$1.67M 0.19%
46,252
88
$1.66M 0.19%
4,805
+181
89
$1.53M 0.17%
30,461
+4,440
90
$1.52M 0.17%
2,476
+41
91
$1.5M 0.17%
35,228
+843
92
$1.49M 0.17%
17,760
+8,706
93
$1.48M 0.17%
2,967
+350
94
$1.47M 0.17%
20,254
+34
95
$1.45M 0.16%
9,929
+9
96
$1.42M 0.16%
11,996
97
$1.38M 0.16%
31,003
-711
98
$1.36M 0.16%
54,947
99
$1.35M 0.15%
43,247
+2,626
100
$1.33M 0.15%
7,941
+514
2 3
4
5 6