We are live on ! Find out more
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
$924M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.6M
3
+$5.17M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.2M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.86M

Top Sells

1
+$135M
2
+$10M
3
+$9.16M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$8.94M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$6.76M

Sector Composition

1 Technology 3.59%
2 Financials 2.86%
3 Industrials 1.39%
4 Healthcare 0.8%
5 Consumer Discretionary 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHYG icon
226
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.57B
$338K 0.04%
7,979
+1,222
AMGN icon
227
Amgen
AMGN
$189B
$336K 0.04%
955
SCHO icon
228
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$336K 0.04%
13,842
-967
SCHH icon
229
Schwab US REIT ETF
SCHH
$10.3B
$332K 0.04%
15,472
+75
ENDW
230
Cambria Endowment Style ETF
ENDW
$145M
$331K 0.04%
10,395
WELL icon
231
Welltower
WELL
$150B
$330K 0.04%
1,669
-50
IJK icon
232
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$329K 0.04%
3,274
+1
EMLC icon
233
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.91B
$328K 0.04%
13,063
-3,206
CBRE icon
234
CBRE Group
CBRE
$39.3B
$327K 0.04%
2,416
DAL icon
235
Delta Air Lines
DAL
$55.2B
$321K 0.03%
4,831
+8
ROBO icon
236
ROBO Global Robotics & Automation Index ETF
ROBO
$1.97B
$319K 0.03%
4,658
-34
ACN icon
237
Accenture
ACN
$102B
$319K 0.03%
1,606
+181
IGM icon
238
iShares Expanded Tech Sector ETF
IGM
$10.9B
$302K 0.03%
2,548
+1
O icon
239
Realty Income
O
$57.9B
$301K 0.03%
4,925
-246
DOW icon
240
Dow Inc
DOW
$24B
$296K 0.03%
+7,113
LEVI icon
241
Levi Strauss
LEVI
$9.25B
$286K 0.03%
15,445
UPS icon
242
United Parcel Service
UPS
$92.5B
$285K 0.03%
2,898
+3
ACWV icon
243
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.27B
$284K 0.03%
2,380
+317
EEM icon
244
iShares MSCI Emerging Markets ETF
EEM
$30.9B
$283K 0.03%
4,988
+940
IHI icon
245
iShares US Medical Devices ETF
IHI
$3.08B
$283K 0.03%
5,302
+2
TSCO icon
246
Tractor Supply
TSCO
$16.2B
$283K 0.03%
6,237
EEMA icon
247
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.37B
$276K 0.03%
2,886
LOW icon
248
Lowe's Companies
LOW
$123B
$276K 0.03%
1,167
+1
PSX icon
249
Phillips 66
PSX
$69.5B
$275K 0.03%
+1,509
CI icon
250
Cigna
CI
$77.7B
$275K 0.03%
1,030
+1
8 9
10
11 12