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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
1
$74.8M 8.52%
936,084
+10,170
2
$44.2M 5.03%
445,550
-3,249
3
$43.3M 4.93%
232,227
+3,805
4
$34.9M 3.98%
582,947
+15,351
5
$31.3M 3.56%
811,232
+85,311
6
$30.9M 3.52%
415,422
+3,798
7
$30.3M 3.45%
251,223
-8,162
8
$26.7M 3.03%
849,312
+70,533
9
$23M 2.62%
258,432
+4,340
10
$21.7M 2.47%
104,861
-177
11
$21.3M 2.42%
83,532
+2,438
12
$21.2M 2.42%
109,169
+14
13
$18.7M 2.13%
86,822
-1,936
14
$18.3M 2.08%
36,418
+240
15
$17.7M 2.02%
598,894
+21,309
16
$16.9M 1.93%
644,408
-14,058
17
$13.6M 1.55%
69,554
+342
18
$11.5M 1.31%
175,792
+1,917
19
$11.4M 1.3%
265,415
+1,113
20
$11.3M 1.28%
142,736
-10,976
21
$9.79M 1.11%
306,757
+21,796
22
$8.41M 0.96%
319,235
-29,630
23
$8.33M 0.95%
304,954
+19,570
24
$7.75M 0.88%
105,500
-2,956
25
$7.26M 0.83%
72,959
+5,051
1
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