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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
$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
IXJ icon
251
iShares Global Healthcare ETF
IXJ
$3.68B
$273K 0.03%
2,922
-1,242
DWM icon
252
WisdomTree International Equity Fund
DWM
$675M
$272K 0.03%
3,885
+154
RFG icon
253
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$361M
$270K 0.03%
4,920
IMCV icon
254
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.08B
$264K 0.03%
3,116
+5
IJT icon
255
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.84B
$264K 0.03%
1,824
+1
JCPB icon
256
JPMorgan Core Plus Bond ETF
JCPB
$12.9B
$264K 0.03%
5,602
-4,179
TM icon
257
Toyota
TM
$213B
$254K 0.03%
1,233
GEV icon
258
GE Vernova
GEV
$263B
$253K 0.03%
+290
FNX icon
259
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.39B
$253K 0.03%
1,971
SMH icon
260
VanEck Semiconductor ETF
SMH
$73.9B
$250K 0.03%
653
+24
USMV icon
261
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
$247K 0.03%
2,661
+74
VCR icon
262
Vanguard Consumer Discretionary ETF
VCR
$6.23B
$246K 0.03%
685
TSLA icon
263
Tesla
TSLA
$1.54T
$245K 0.03%
659
-25
PAAA icon
264
PGIM AAA CLO ETF
PAAA
$10.4B
$241K 0.03%
+4,717
IBB icon
265
iShares Biotechnology ETF
IBB
$8.08B
$241K 0.03%
1,428
-69
SOLV icon
266
Solventum
SOLV
$13.3B
$241K 0.03%
3,688
-341
TRV icon
267
Travelers Companies
TRV
$65.2B
$238K 0.03%
816
BINC icon
268
BlackRock Flexible Income ETF
BINC
$16.2B
$235K 0.03%
+4,530
AGG icon
269
iShares Core US Aggregate Bond ETF
AGG
$137B
$233K 0.03%
2,346
-101
MPC icon
270
Marathon Petroleum
MPC
$73.2B
$232K 0.03%
+948
VIOV icon
271
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.84B
$228K 0.02%
2,243
+4
DFEM icon
272
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.51B
$228K 0.02%
+6,586
FNDC icon
273
Schwab Fundamental International Small Company Index ETF
FNDC
$3.09B
$225K 0.02%
4,854
GLD icon
274
SPDR Gold Trust
GLD
$141B
$221K 0.02%
+517
EQAL icon
275
Invesco Russell 1000 Equal Weight ETF
EQAL
$818M
$220K 0.02%
3,992
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