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
SPAB icon
51
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.64B
$3.29M 0.36%
128,547
+5,365
VIGI icon
52
Vanguard International Dividend Appreciation ETF
VIGI
$8.81B
$3.2M 0.35%
36,138
+280
IYW icon
53
iShares US Technology ETF
IYW
$25.2B
$3.18M 0.34%
17,528
-51,734
IWM icon
54
iShares Russell 2000 ETF
IWM
$80.9B
$3.1M 0.34%
12,485
-67
IJR icon
55
iShares Core S&P Small-Cap ETF
IJR
$107B
$2.75M 0.3%
22,089
-257
QQQ icon
56
Invesco QQQ Trust
QQQ
$492B
$2.71M 0.29%
4,692
-193
IDOG icon
57
ALPS International Sector Dividend Dogs ETF
IDOG
$549M
$2.7M 0.29%
64,827
-1,290
VTI icon
58
Vanguard Total Stock Market ETF
VTI
$661B
$2.67M 0.29%
8,324
+290
AMZN icon
59
Amazon
AMZN
$2.65T
$2.66M 0.29%
12,752
+449
IWR icon
60
iShares Russell Mid-Cap ETF
IWR
$56.1B
$2.64M 0.29%
27,178
-286
MUB icon
61
iShares National Muni Bond ETF
MUB
$45.2B
$2.62M 0.28%
24,669
+169
BIP icon
62
Brookfield Infrastructure Partners
BIP
$17.5B
$2.62M 0.28%
72,491
-861
IUSG icon
63
iShares Core S&P US Growth ETF
IUSG
$32.3B
$2.57M 0.28%
16,537
-424
DFIC icon
64
Dimensional International Core Equity 2 ETF
DFIC
$14.3B
$2.55M 0.28%
71,893
+4,086
AOR icon
65
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.66B
$2.48M 0.27%
38,473
+76
EFG icon
66
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$2.45M 0.27%
22,027
-423
VNQ icon
67
Vanguard Real Estate ETF
VNQ
$37.9B
$2.41M 0.26%
27,135
-2,752
IWB icon
68
iShares Russell 1000 ETF
IWB
$48.6B
$2.37M 0.26%
6,644
VTEB icon
69
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.9B
$2.33M 0.25%
46,795
+9,635
DFAU icon
70
Dimensional US Core Equity Market ETF
DFAU
$12.3B
$2.3M 0.25%
51,072
RSPH icon
71
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$662M
$2.28M 0.25%
75,484
+104
IUSV icon
72
iShares Core S&P US Value ETF
IUSV
$26.4B
$2.26M 0.24%
22,083
+67
NVDA icon
73
NVIDIA
NVDA
$5.15T
$2.21M 0.24%
12,682
+261
DES icon
74
WisdomTree US SmallCap Dividend Fund
DES
$2.14B
$2.09M 0.23%
58,067
+72
JPST icon
75
JPMorgan Ultra-Short Income ETF
JPST
$38.8B
$2.09M 0.23%
41,223
+14,083
1 2
3
4 5