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
126
$921K 0.11%
24,777
-3,271
127
$907K 0.11%
5,115
+9
128
$907K 0.11%
7,127
+1,129
129
$904K 0.11%
37,938
+75
130
$904K 0.11%
3,353
-17
131
$889K 0.11%
3,115
+181
132
$877K 0.11%
6,581
-5,850
133
$849K 0.11%
11,164
+13
134
$843K 0.1%
35,405
-2,240
135
$836K 0.1%
16,596
+100
136
$836K 0.1%
35,965
-6,239
137
$833K 0.1%
2,271
-69
138
$831K 0.1%
59,740
-20,282
139
$767K 0.1%
7,713
+2
140
$746K 0.09%
2,707
+287
141
$725K 0.09%
9,054
+16
142
$670K 0.08%
13,229
-2,909
143
$667K 0.08%
10,949
+45
144
$664K 0.08%
3,036
-49
145
$657K 0.08%
12,962
+4,516
146
$617K 0.08%
14,258
+284
147
$611K 0.08%
8,131
+68
148
$603K 0.07%
12,405
+5,742
149
$592K 0.07%
17,147
+2,162
150
$589K 0.07%
8,486
-202
4 5
6
7 8