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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
126
$968K 0.11%
16,066
-2,044
127
$949K 0.11%
38,040
+43
128
$947K 0.11%
19,144
+400
129
$943K 0.11%
2,860
+153
130
$938K 0.11%
3,324
-794
131
$935K 0.11%
18,323
+11,182
132
$930K 0.11%
2,295
+24
133
$927K 0.11%
18,283
+5,321
134
$919K 0.1%
3,355
+2
135
$916K 0.1%
10,018
+86
136
$904K 0.1%
11,271
+107
137
$903K 0.1%
2,935
-180
138
$896K 0.1%
20,796
-641
139
$877K 0.1%
17,835
+5,430
140
$864K 0.1%
7,814
+101
141
$863K 0.1%
6,126
-455
142
$862K 0.1%
35,991
+586
143
$823K 0.09%
+6,273
144
$819K 0.09%
6,243
-884
145
$767K 0.09%
53,139
-6,601
146
$762K 0.09%
4,108
+792
147
$719K 0.08%
12,496
-6,852
148
$717K 0.08%
10,477
+1,991
149
$712K 0.08%
10,949
150
$705K 0.08%
3,046
+231
4 5
6
7 8