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
176
$475K 0.06%
643
+108
177
$474K 0.06%
7,554
-2,190
178
$472K 0.06%
43,509
+153
179
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+485
180
$469K 0.06%
3,653
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181
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18,863
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182
$455K 0.06%
17,950
-1,887
183
$454K 0.06%
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184
$448K 0.06%
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185
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186
$432K 0.05%
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187
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3,796
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188
$421K 0.05%
1,439
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189
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1,263
190
$418K 0.05%
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191
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192
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193
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7,725
194
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195
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196
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4,626
197
$397K 0.05%
3,008
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198
$393K 0.05%
733
199
$387K 0.05%
4,027
200
$376K 0.05%
4,744
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