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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
TYG
126
Tortoise Energy Infrastructure Corp
TYG
$917M
$1.07M 0.12%
21,375
+256
IUSB icon
127
iShares Core Universal USD Bond ETF
IUSB
$42B
$1.05M 0.11%
22,827
+24
SDOG icon
128
ALPS Sector Dividend Dogs ETF
SDOG
$1.36B
$1.05M 0.11%
16,166
+51
IDV icon
129
iShares International Select Dividend ETF
IDV
$8.37B
$1.03M 0.11%
24,169
+2,602
FDN icon
130
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.18B
$985K 0.11%
4,207
+103
MDT icon
131
Medtronic
MDT
$103B
$973K 0.11%
11,229
-791
IDEV icon
132
iShares Core MSCI International Developed Markets ETF
IDEV
$30.3B
$968K 0.1%
11,585
+271
STX icon
133
Seagate
STX
$231B
$965K 0.1%
2,463
SCHP icon
134
Schwab US TIPS ETF
SCHP
$15.7B
$954K 0.1%
35,863
-8,946
AVGO icon
135
Broadcom
AVGO
$1.87T
$930K 0.1%
3,004
+181
IJS icon
136
iShares S&P Small-Cap 600 Value ETF
IJS
$7.96B
$917K 0.1%
7,738
-78
ECL icon
137
Ecolab
ECL
$75.6B
$884K 0.1%
3,321
+2
SCHJ icon
138
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$798M
$877K 0.09%
35,478
-1,746
VV icon
139
Vanguard Large-Cap ETF
VV
$53B
$849K 0.09%
2,840
BNDX icon
140
Vanguard Total International Bond ETF
BNDX
$82.1B
$842K 0.09%
17,522
-2,889
EMR icon
141
Emerson Electric
EMR
$82.1B
$822K 0.09%
6,273
JPIB icon
142
JPMorgan International Bond Opportunities ETF
JPIB
$2.03B
$798K 0.09%
16,682
-1,071
VXUS icon
143
Vanguard Total International Stock ETF
VXUS
$155B
$793K 0.09%
10,280
+6
VFH icon
144
Vanguard Financials ETF
VFH
$12.8B
$786K 0.09%
6,509
+157
CSCO icon
145
Cisco
CSCO
$474B
$776K 0.08%
10,000
+185
DFAI icon
146
Dimensional International Core Equity Market ETF
DFAI
$16.7B
$756K 0.08%
+19,416
ACWX icon
147
iShares MSCI ACWI ex US ETF
ACWX
$11.6B
$753K 0.08%
10,999
HD icon
148
Home Depot
HD
$329B
$749K 0.08%
2,278
+3
SEIQ icon
149
SEI QiM U.S. Large Cap Quality Active ETF
SEIQ
$647M
$741K 0.08%
20,358
-6,341
IBM icon
150
IBM
IBM
$253B
$710K 0.08%
2,928
-32
4 5
6
7 8