CFA

Cahill Financial Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 12.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$736M
AUM Growth
-$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$3.94M
3
+$2M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.95M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.78M

Top Sells

1
+$8.46M
2
+$7.48M
3
+$3.19M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.94M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$793K

Sector Composition

1 Financials 3.88%
2 Technology 3.87%
3 Industrials 1.6%
4 Healthcare 0.99%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$574K 0.08%
8,944
-1,580
152
$556K 0.08%
7,855
-2,059
153
$554K 0.08%
1,877
154
$549K 0.07%
3,309
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155
$538K 0.07%
8,969
+459
156
$536K 0.07%
8,688
+175
157
$533K 0.07%
7,427
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158
$532K 0.07%
8,063
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159
$531K 0.07%
5,912
-1,222
160
$530K 0.07%
9,686
-1,208
161
$519K 0.07%
20,561
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162
$515K 0.07%
2,737
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163
$512K 0.07%
9,937
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164
$500K 0.07%
6,582
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165
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166
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167
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$473K 0.06%
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170
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2,808
171
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9,675
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172
$465K 0.06%
14,985
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173
$461K 0.06%
11,043
+4
174
$454K 0.06%
19,765
-232
175
$449K 0.06%
1,438
-3
5 6
7
8 9