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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
GGG icon
276
Graco
GGG
$12.5B
$219K 0.02%
2,584
+8
QCOM icon
277
Qualcomm
QCOM
$233B
$217K 0.02%
1,684
-16
TLH icon
278
iShares 10-20 Year Treasury Bond ETF
TLH
$11.2B
$209K 0.02%
+2,080
DRI icon
279
Darden Restaurants
DRI
$23.9B
$205K 0.02%
+1,048
DFSV icon
280
Dimensional US Small Cap Value ETF
DFSV
$7.84B
$202K 0.02%
+5,778
APO icon
281
Apollo Global Management
APO
$78.5B
$201K 0.02%
1,801
+5
HYT icon
282
BlackRock Corporate High Yield Fund
HYT
$1.4B
$176K 0.02%
20,643
F icon
283
Ford
F
$58.9B
$170K 0.02%
14,717
-330
VOD icon
284
Vodafone
VOD
$34.5B
$162K 0.02%
10,790
-534
LAND
285
Gladstone Land Corp
LAND
$382M
$103K 0.01%
10,146
+27
ABT icon
286
Abbott
ABT
$154B
– –
-1,900
ALLY icon
287
Ally Financial
ALLY
$13.9B
– –
-5,823
EA icon
288
Electronic Arts
EA
$50.9B
– –
-1,024
IWF icon
289
iShares Russell 1000 Growth ETF
IWF
$128B
– –
-1,808
NOW icon
290
ServiceNow
NOW
$107B
– –
-1,380
PG icon
291
Procter & Gamble
PG
$350B
– –
-1,455
PTY icon
292
PIMCO Corporate & Income Opportunity Fund
PTY
$2.5B
– –
-36,162
VTIP icon
293
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.9B
– –
-6,798
PNST
294
DELISTED
Pinstripes Holdings, Inc.
PNST
$0 ﹤0.01%
14,800
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