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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
201
$377K 0.04%
4,281
+12
202
$372K 0.04%
1,815
-469
203
$370K 0.04%
3,566
+201
204
$369K 0.04%
1,438
205
$367K 0.04%
4,858
+18
206
$366K 0.04%
4,341
-1,228
207
$366K 0.04%
3,189
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208
$365K 0.04%
1,044
-219
209
$363K 0.04%
7,200
+819
210
$363K 0.04%
+4,376
211
$362K 0.04%
2,581
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212
$361K 0.04%
1,486
+147
213
$360K 0.04%
15,445
214
$359K 0.04%
+3,809
215
$355K 0.04%
6,237
-1,488
216
$354K 0.04%
4,044
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217
$349K 0.04%
4,348
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218
$345K 0.04%
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219
$342K 0.04%
6,534
220
$337K 0.04%
4,615
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221
$331K 0.04%
3,705
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222
$329K 0.04%
15,251
-11,948
223
$329K 0.04%
+12,191
224
$328K 0.04%
+6,694
225
$323K 0.04%
5,321
-1,000
7 8
9
10 11