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
151
$587K 0.07%
+6,249
152
$585K 0.07%
9,896
-2,816
153
$576K 0.07%
27,199
-2,642
154
$569K 0.07%
7,357
+295
155
$565K 0.07%
5,879
156
$554K 0.07%
10,022
+347
157
$540K 0.07%
6,736
+64
158
$536K 0.07%
+10,419
159
$532K 0.07%
2,739
+2
160
$531K 0.07%
6,150
-1,277
161
$529K 0.07%
1,877
162
$528K 0.07%
21,767
+4,087
163
$526K 0.07%
2,786
164
$523K 0.06%
11,046
+3
165
$523K 0.06%
2,815
-164
166
$521K 0.06%
9,937
167
$512K 0.06%
7,523
-332
168
$507K 0.06%
7,757
-1,187
169
$506K 0.06%
3,316
+7
170
$500K 0.06%
24,077
-4,232
171
$491K 0.06%
2,694
+6
172
$486K 0.06%
8,822
-864
173
$484K 0.06%
7,008
+17
174
$479K 0.06%
11,290
-4,164
175
$475K 0.06%
8,109
-860
5 6
7
8 9