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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
GOOG icon
101
Alphabet (Google) Class C
GOOG
$4.48T
$1.43M 0.15%
4,979
+101
DFSU icon
102
Dimensional US Sustainability Core 1 ETF
DFSU
$2.19B
$1.41M 0.15%
34,319
-98
USB icon
103
US Bancorp
USB
$90B
$1.4M 0.15%
26,990
-603
ITOT icon
104
iShares Core S&P Total US Stock Market ETF
ITOT
$93.5B
$1.4M 0.15%
9,804
-78
WFC icon
105
Wells Fargo
WFC
$254B
$1.38M 0.15%
17,370
-4
RSPT icon
106
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.74B
$1.36M 0.15%
30,013
-308
IEMG icon
107
iShares Core MSCI Emerging Markets ETF
IEMG
$164B
$1.32M 0.14%
18,898
+346
UNH icon
108
UnitedHealth
UNH
$373B
$1.31M 0.14%
4,839
+28
HIMU
109
iShares High Yield Muni Active ETF
HIMU
$2.27B
$1.3M 0.14%
27,181
-650
DFSI icon
110
Dimensional International Sustainability Core 1 ETF
DFSI
$1.1B
$1.3M 0.14%
30,650
-186
GEW
111
Cambria Global EW ETF
GEW
$142M
$1.29M 0.14%
25,509
TGT icon
112
Target
TGT
$60.5B
$1.28M 0.14%
10,345
-179
COST icon
113
Costco
COST
$434B
$1.27M 0.14%
1,272
+39
RTX icon
114
RTX Corp
RTX
$247B
$1.25M 0.14%
6,499
-491
VUSB icon
115
Vanguard Ultra-Short Bond ETF
VUSB
$8.81B
$1.25M 0.14%
25,143
+74
JNJ icon
116
Johnson & Johnson
JNJ
$567B
$1.24M 0.13%
5,091
-91
RSPS icon
117
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$237M
$1.21M 0.13%
41,164
+79
ESGV icon
118
Vanguard ESG US Stock ETF
ESGV
$13.3B
$1.21M 0.13%
10,803
-450
USRT icon
119
iShares Core US REIT ETF
USRT
$4.22B
$1.21M 0.13%
20,466
+5,900
DE icon
120
Deere & Co
DE
$155B
$1.18M 0.13%
2,089
+14
RDVY icon
121
First Trust Rising Dividend Achievers ETF
RDVY
$23.7B
$1.17M 0.13%
17,184
+477
VOE icon
122
Vanguard Mid-Cap Value ETF
VOE
$23.1B
$1.16M 0.13%
6,290
+22
SCHE icon
123
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$1.15M 0.12%
34,861
KMI icon
124
Kinder Morgan
KMI
$70B
$1.13M 0.12%
33,577
-936
HON icon
125
Honeywell
HON
$144B
$1.12M 0.12%
4,976
3 4
5
6 7