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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
101
$1.32M 0.15%
27,241
+410
102
$1.3M 0.15%
31,816
+771
103
$1.3M 0.15%
11,513
-602
104
$1.28M 0.15%
+25,509
105
$1.25M 0.14%
46,444
-768
106
$1.25M 0.14%
24,917
-1,415
107
$1.23M 0.14%
18,585
+164
108
$1.22M 0.14%
12,852
-924
109
$1.2M 0.14%
4,947
-168
110
$1.2M 0.14%
41,002
+73
111
$1.18M 0.13%
18,168
-5,431
112
$1.18M 0.13%
4,215
-1
113
$1.16M 0.13%
29,948
+5,171
114
$1.15M 0.13%
4,095
+1,059
115
$1.14M 0.13%
34,170
+813
116
$1.14M 0.13%
2,390
-278
117
$1.1M 0.13%
1,187
+148
118
$1.1M 0.13%
16,328
+875
119
$1.09M 0.12%
6,221
-241
120
$1.08M 0.12%
5,461
-21
121
$1.06M 0.12%
22,632
-151
122
$1.06M 0.12%
41,055
+3,117
123
$1.03M 0.12%
8,998
-15
124
$975K 0.11%
2,132
+42
125
$973K 0.11%
34,375
-3,615
3 4
5
6 7