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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
+2.15%
1 Year Est. Return
+16.55%
3 Year Est. Return
+45.19%
5 Year Est. Return
+47.05%
10 Year Est. Return
+151.91%
AUM
$914M
AUM Growth
+$36M
Cap. Flow
+$186M
Cap. Flow %
20.31%
Top 10 Hldgs %
43.89%
Holding
291
New
3
Increased
119
Reduced
132
Closed
10

Top Buys

1
VUG icon
Vanguard Growth ETF
VUG
+$146M
2
BND icon
Vanguard Total Bond Market
BND
+$13.8M
3
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$12.3M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$8.64M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$8.04M

Top Sells

1
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$17.8M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.86M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$907K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$803K

Sector Composition

1 Technology 3.98%
2 Financials 3.14%
3 Industrials 1.29%
4 Healthcare 0.86%
5 Consumer Discretionary 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
276
Procter & Gamble
PG
$345B
$208K 0.02%
1,455
-84
-5% -$12.4K
F icon
277
Ford
F
$55.2B
$197K 0.02%
15,047
-9,918
-40% -$128K
HYT icon
278
BlackRock Corporate High Yield Fund
HYT
$1.38B
$184K 0.02%
20,643
-4,551
-18% -$42.5K
VOD icon
279
Vodafone
VOD
$35.6B
$150K 0.02%
11,324
-4,489
-28% -$54.3K
LAND
280
Gladstone Land Corp
LAND
$371M
$92.6K 0.01%
10,119
-1,552
-13% -$14.2K
BA icon
281
Boeing
BA
$170B
– –
-1,370
Closed -$296K
BDX icon
282
Becton Dickinson
BDX
$42.4B
– –
-1,248
Closed -$234K
HRB icon
283
H&R Block
HRB
$5.18B
– –
-4,075
Closed -$206K
MPC icon
284
Marathon Petroleum
MPC
$86.7B
– –
-1,102
Closed -$212K
NOBL icon
285
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
– –
-5,958
Closed -$307K
PSX icon
286
Phillips 66
PSX
$79.5B
– –
-1,512
Closed -$206K
SENS icon
287
Senseonics Holdings Inc
SENS
$276M
– –
-912
Closed -$7.95K
SLYG icon
288
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.06B
– –
-3,809
Closed -$359K
SPTL icon
289
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.5B
– –
-12,191
Closed -$329K
TXN icon
290
Texas Instruments
TXN
$272B
– –
-1,136
Closed -$209K
PNST
291
DELISTED
Pinstripes Holdings, Inc.
PNST
$0 ﹤0.01%
14,800
+3,000
+25% –
8 9 10 11
12

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