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
101
$1.21M 0.15%
26,831
-894
102
$1.21M 0.15%
4,118
-357
103
$1.21M 0.15%
2,617
-112
104
$1.2M 0.15%
5,167
-230
105
$1.2M 0.15%
13,776
+7,864
106
$1.16M 0.14%
40,621
+1,062
107
$1.14M 0.14%
4,216
-416
108
$1.12M 0.14%
37,990
-2,098
109
$1.11M 0.14%
18,421
-446
110
$1.08M 0.13%
7,427
-1,036
111
$1.06M 0.13%
2,090
+200
112
$1.06M 0.13%
6,462
+372
113
$1.05M 0.13%
22,783
+1,183
114
$1.05M 0.13%
19,348
+569
115
$1.04M 0.13%
18,110
+1,034
116
$1.04M 0.13%
2,668
+246
117
$1.03M 0.13%
1,039
-57
118
$1.01M 0.12%
33,357
-80
119
$1M 0.12%
9,598
-1,495
120
$999K 0.12%
9,932
+992
121
$987K 0.12%
9,013
-14
122
$970K 0.12%
15,453
+397
123
$943K 0.12%
37,997
+906
124
$941K 0.12%
21,437
-207
125
$928K 0.12%
18,744
-1,260
3 4
5
6 7