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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
IGV icon
151
iShares Expanded Tech-Software Sector ETF
IGV
$14.6B
$687K 0.07%
8,577
-406
TSM icon
152
TSMC
TSM
$2.29T
$685K 0.07%
2,027
+69
SCHB icon
153
Schwab US Broad Market ETF
SCHB
$43.4B
$684K 0.07%
27,260
-6,362
CVX icon
154
Chevron
CVX
$359B
$653K 0.07%
3,158
+3
DFUV icon
155
Dimensional US Marketwide Value ETF
DFUV
$15.3B
$646K 0.07%
13,339
-1
IXUS icon
156
iShares Core MSCI Total International Stock ETF
IXUS
$58.5B
$639K 0.07%
7,376
+161
SPHY icon
157
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.1B
$632K 0.07%
27,111
-7,262
DGS icon
158
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.84B
$605K 0.07%
10,065
-634
ORCL icon
159
Oracle
ORCL
$554B
$599K 0.06%
4,073
+4
XEL icon
160
Xcel Energy
XEL
$49.5B
$596K 0.06%
7,497
-26
ITA icon
161
iShares US Aerospace & Defense ETF
ITA
$14B
$593K 0.06%
2,713
IWD icon
162
iShares Russell 1000 Value ETF
IWD
$77.2B
$586K 0.06%
2,744
+2
ABBV icon
163
AbbVie
ABBV
$392B
$585K 0.06%
2,691
-18
MO icon
164
Altria Group
MO
$116B
$582K 0.06%
8,819
-34
CHRW icon
165
C.H. Robinson
CHRW
$22.4B
$579K 0.06%
3,484
-343
VZ icon
166
Verizon
VZ
$197B
$574K 0.06%
11,428
-1,480
MRK icon
167
Merck
MRK
$284B
$572K 0.06%
4,753
-27
DFSB icon
168
Dimensional Global Sustainability Fixed Income ETF
DFSB
$706M
$560K 0.06%
10,829
FLTB icon
169
Fidelity Limited Term Bond ETF
FLTB
$412M
$559K 0.06%
11,125
+51
AMAT icon
170
Applied Materials
AMAT
$465B
$554K 0.06%
1,622
-176
VT icon
171
Vanguard Total World Stock ETF
VT
$76.3B
$548K 0.06%
3,959
+9
APD icon
172
Air Products & Chemicals
APD
$63B
$545K 0.06%
1,877
SHY icon
173
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$540K 0.06%
6,535
+576
GILD icon
174
Gilead Sciences
GILD
$154B
$518K 0.06%
3,717
+38
BAC icon
175
Bank of America
BAC
$396B
$514K 0.06%
10,534
+3
5 6
7
8 9