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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
AVGO icon
126
Broadcom
AVGO
$1.83T
$977K 0.11%
2,823
-37
-1% -$13.2K
SDOG icon
127
ALPS Sector Dividend Dogs ETF
SDOG
$1.37B
$974K 0.11%
16,115
+49
+0.3% +$2.94K
HON icon
128
Honeywell
HON
$70.4B
$971K 0.11%
4,976
-485
-9% -$94.9K
DE icon
129
Deere & Co
DE
$158B
$966K 0.11%
2,075
-57
-3% -$26.7K
IGV icon
130
iShares Expanded Tech-Software Sector ETF
IGV
$13.8B
$949K 0.1%
8,983
-15
-0.2% -$1.65K
KMI icon
131
Kinder Morgan
KMI
$71.7B
$949K 0.1%
34,513
+138
+0.4% +$3.73K
IDEV icon
132
iShares Core MSCI International Developed Markets ETF
IDEV
$30.7B
$933K 0.1%
11,314
+43
+0.4% +$3.49K
SCHJ icon
133
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$869M
$927K 0.1%
37,224
-816
-2% -$20.3K
VV icon
134
Vanguard Large-Cap ETF
VV
$52.6B
$894K 0.1%
2,840
-95
-3% -$29.7K
IJS icon
135
iShares S&P Small-Cap 600 Value ETF
IJS
$8.05B
$889K 0.1%
7,816
+2
+0% +$224
SCHB icon
136
Schwab US Broad Market ETF
SCHB
$43.3B
$882K 0.1%
33,622
-7,433
-18% -$193K
IBM icon
137
IBM
IBM
$273B
$877K 0.1%
2,960
-364
-11% -$109K
ECL icon
138
Ecolab
ECL
$76.5B
$871K 0.1%
3,319
-36
-1% -$9.59K
JPIB icon
139
JPMorgan International Bond Opportunities ETF
JPIB
$2.06B
$865K 0.09%
17,753
+11,059
+165% +$541K
TYG
140
Tortoise Energy Infrastructure Corp
TYG
$1.1B
$864K 0.09%
21,119
+323
+2% +$13.8K
IDV icon
141
iShares International Select Dividend ETF
IDV
$8.11B
$851K 0.09%
21,567
+3,919
+22% +$149K
VFH icon
142
Vanguard Financials ETF
VFH
$13.3B
$848K 0.09%
6,352
+109
+2% +$14.2K
EMR icon
143
Emerson Electric
EMR
$75.8B
$833K 0.09%
6,273
– –
USRT icon
144
iShares Core US REIT ETF
USRT
$4.52B
$830K 0.09%
+14,566
New +$843K
SPHY icon
145
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.4B
$814K 0.09%
34,373
-1,618
-4% -$38.4K
ORCL icon
146
Oracle
ORCL
$379B
$793K 0.09%
4,069
-26
-0.6% -$6.19K
HD icon
147
Home Depot
HD
$336B
$783K 0.09%
2,275
-20
-0.9% -$7.33K
VXUS icon
148
Vanguard Total International Stock ETF
VXUS
$153B
$775K 0.08%
10,274
+3,255
+46% +$243K
CSCO icon
149
Cisco
CSCO
$470B
$756K 0.08%
9,815
-662
-6% -$49.1K
ACWX icon
150
iShares MSCI ACWI ex US ETF
ACWX
$11.4B
$738K 0.08%
10,999
+50
+0.5% +$3.31K
4 5
6
7 8

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