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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
DLS icon
201
WisdomTree International SmallCap Dividend Fund
DLS
$1.07B
$408K 0.04%
5,010
-183
USIG icon
202
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
$401K 0.04%
7,837
-2,077
GE icon
203
GE Aerospace
GE
$357B
$397K 0.04%
1,401
+1
TFLO icon
204
iShares Treasury Floating Rate Bond ETF
TFLO
$6.67B
$391K 0.04%
7,720
-28
HYMB icon
205
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.96B
$387K 0.04%
15,616
+273
PFE icon
206
Pfizer
PFE
$148B
$387K 0.04%
13,788
-95
WMT icon
207
Walmart Inc
WMT
$961B
$382K 0.04%
3,074
IQDG icon
208
WisdomTree International Quality Dividend Growth Fund
IQDG
$726M
$382K 0.04%
9,516
+5
IWP icon
209
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$379K 0.04%
2,961
-653
CHD icon
210
Church & Dwight Co
CHD
$23.3B
$376K 0.04%
4,027
TLT icon
211
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$375K 0.04%
4,331
+140
ROK icon
212
Rockwell Automation
ROK
$51.6B
$375K 0.04%
1,044
SCHC icon
213
Schwab International Small-Cap Equity ETF
SCHC
$5.53B
$370K 0.04%
7,922
EQWL icon
214
Invesco S&P 100 Equal Weight ETF
EQWL
$2.65B
$367K 0.04%
3,189
+3
DIM icon
215
WisdomTree International MidCap Dividend Fund
DIM
$167M
$367K 0.04%
4,435
+431
META icon
216
Meta Platforms (Facebook)
META
$1.51T
$360K 0.04%
629
GOVT icon
217
iShares US Treasury Bond ETF
GOVT
$42.7B
$357K 0.04%
15,592
HACK icon
218
Amplify Cybersecurity ETF
HACK
$2.41B
$353K 0.04%
4,698
-705
WM icon
219
Waste Management
WM
$87.1B
$347K 0.04%
1,511
+119
MTUM icon
220
iShares MSCI USA Momentum Factor ETF
MTUM
$27.9B
$345K 0.04%
1,438
PEP icon
221
PepsiCo
PEP
$200B
$344K 0.04%
2,216
+52
PRU icon
222
Prudential Financial
PRU
$37.8B
$344K 0.04%
3,522
+10
MUNI icon
223
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3B
$341K 0.04%
6,534
IWO icon
224
iShares Russell 2000 Growth ETF
IWO
$14.9B
$341K 0.04%
1,086
+8
AOA icon
225
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.2B
$339K 0.04%
3,836
-594
7 8
9
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