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
201
$372K 0.05%
2,576
202
$371K 0.05%
4,204
+169
203
$369K 0.05%
14,895
-5,666
204
$366K 0.05%
+3,255
205
$364K 0.05%
6,321
+392
206
$364K 0.05%
+7,141
207
$363K 0.05%
9,153
+576
208
$362K 0.04%
3,365
+205
209
$358K 0.04%
1,391
+1
210
$357K 0.04%
2,261
-288
211
$356K 0.04%
4,269
+351
212
$350K 0.04%
3,186
+2
213
$349K 0.04%
1,167
+2
214
$346K 0.04%
1,438
+22
215
$340K 0.04%
1,029
216
$338K 0.04%
6,714
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217
$336K 0.04%
4,928
+19
218
$336K 0.04%
4,840
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219
$336K 0.04%
6,534
220
$332K 0.04%
5,297
+1
221
$331K 0.04%
6,381
+1,618
222
$330K 0.04%
6,762
+1,437
223
$329K 0.04%
4,325
+25
224
$326K 0.04%
5,309
225
$324K 0.04%
5,569
-500
7 8
9
10 11