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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
151
$648K 0.07%
8,154
+23
152
$645K 0.07%
17,648
+501
153
$620K 0.07%
9,745
-151
154
$616K 0.07%
6,469
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155
$611K 0.07%
7,402
+45
156
$607K 0.07%
7,523
157
$596K 0.07%
+13,337
158
$594K 0.07%
4,313
+660
159
$584K 0.07%
2,789
+3
160
$576K 0.07%
2,440
-136
161
$573K 0.07%
10,038
+16
162
$571K 0.07%
12,983
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163
$568K 0.06%
8,605
+496
164
$568K 0.06%
22,284
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165
$566K 0.06%
11,186
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166
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$552K 0.06%
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168
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1,956
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169
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10,375
-44
170
$535K 0.06%
10,569
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171
$529K 0.06%
9,937
172
$518K 0.06%
24,070
-7
173
$516K 0.06%
7,019
+11
174
$515K 0.06%
+3,614
175
$512K 0.06%
1,877
5 6
7
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