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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
176
$511K 0.06%
5,891
-259
177
$511K 0.06%
7,633
-124
178
$503K 0.06%
3,797
-2,082
179
$478K 0.05%
7,540
-14
180
$475K 0.05%
646
+3
181
$475K 0.05%
743
+10
182
$462K 0.05%
9,081
+165
183
$461K 0.05%
18,913
+50
184
$457K 0.05%
19,777
+6
185
$457K 0.05%
5,397
-1,339
186
$455K 0.05%
2,932
-361
187
$452K 0.05%
17,725
-225
188
$448K 0.05%
10,022
-1,268
189
$447K 0.05%
1,471
+32
190
$446K 0.05%
2,750
+56
191
$435K 0.05%
3,808
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192
$433K 0.05%
15,333
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193
$421K 0.05%
1,400
+9
194
$411K 0.05%
3,701
+73
195
$410K 0.05%
4,626
196
$403K 0.05%
16,150
+1,255
197
$402K 0.05%
4,790
+46
198
$398K 0.05%
2,251
-10
199
$393K 0.04%
9,846
+693
200
$381K 0.04%
2,416
-492
6 7
8
9 10