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
JMUB icon
26
JPMorgan Municipal ETF
JMUB
$7.84B
$6.73M 0.73%
134,623
+25,646
PKW icon
27
Invesco BuyBack Achievers ETF
PKW
$1.64B
$6.2M 0.67%
47,246
-475
JEPI icon
28
JPMorgan Equity Premium Income ETF
JEPI
$44.6B
$5.92M 0.64%
104,523
+4,807
SCHV
29
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$5.59M 0.6%
183,236
-5,810
DTH icon
30
WisdomTree International High Dividend Fund
DTH
$689M
$5.44M 0.59%
100,503
+1,483
GBIL icon
31
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.8B
$5.16M 0.56%
51,494
+5,571
DGRW icon
32
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.9B
$5.11M 0.55%
58,165
-1,095
MEMS icon
33
Matthews Emerging Markets Discovery Active ETF
MEMS
$22.7M
$5.06M 0.55%
192,598
+4,050
EFV icon
34
iShares MSCI EAFE Value ETF
EFV
$24.5B
$4.77M 0.52%
64,216
-5,973
SCHF icon
35
Schwab International Equity ETF
SCHF
$67B
$4.68M 0.51%
188,939
-3,402
DON icon
36
WisdomTree US MidCap Dividend Fund
DON
$3.96B
$4.57M 0.49%
86,936
+1,184
VWO icon
37
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$4.48M 0.48%
82,846
-5,389
HDV
38
iShares Core High Dividend ETF
HDV
$13.5B
$4.4M 0.48%
161,990
-515
PID icon
39
Invesco International Dividend Achievers ETF
PID
$924M
$4.38M 0.47%
197,082
-24,252
VBR icon
40
Vanguard Small-Cap Value ETF
VBR
$36.5B
$4.32M 0.47%
19,898
+12
RUNN icon
41
Strategic Trust Running Oak Efficient Growth ETF
RUNN
$343M
$4.31M 0.47%
133,736
+5,796
ASIA icon
42
Matthews Pacific Tiger Active ETF
ASIA
$59.1M
$4.27M 0.46%
122,627
+911
MSFT icon
43
Microsoft
MSFT
$2.97T
$4.2M 0.45%
11,339
+57
IVV icon
44
iShares Core S&P 500 ETF
IVV
$824B
$4.14M 0.45%
6,337
-578
SCHY icon
45
Schwab International Dividend Equity ETF
SCHY
$2.3B
$3.88M 0.42%
122,412
+7,381
IJH icon
46
iShares Core S&P Mid-Cap ETF
IJH
$122B
$3.78M 0.41%
55,939
+179
SCHZ icon
47
Schwab US Aggregate Bond ETF
SCHZ
$10.4B
$3.65M 0.4%
157,257
+16
SPY icon
48
State Street SPDR S&P 500 ETF Trust
SPY
$797B
$3.56M 0.39%
5,478
-209
SCHA icon
49
Schwab U.S Small- Cap ETF
SCHA
$23.6B
$3.42M 0.37%
117,665
-14,858
IWV icon
50
iShares Russell 3000 ETF
IWV
$19.5B
$3.35M 0.36%
9,026
+3
1
2
3 4 5