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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
IXJ icon
201
iShares Global Healthcare ETF
IXJ
$4.08B
$406K 0.04%
4,164
-462
-10% -$43.7K
WMB icon
202
Williams Companies
WMB
$91.1B
$399K 0.04%
6,631
-909
-12% -$55K
AOA icon
203
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.18B
$397K 0.04%
4,430
+149
+3% +$13.3K
PRU icon
204
Prudential Financial
PRU
$40.3B
$396K 0.04%
3,512
-54
-2% -$5.79K
IQDG icon
205
WisdomTree International Quality Dividend Growth Fund
IQDG
$700M
$395K 0.04%
9,511
-335
-3% -$13.5K
TFLO icon
206
iShares Treasury Floating Rate Bond ETF
TFLO
$6.56B
$391K 0.04%
7,748
-3,438
-31% -$174K
NEE icon
207
NextEra Energy
NEE
$184B
$391K 0.04%
4,867
+9
+0.2% +$745
CBRE icon
208
CBRE Group
CBRE
$40.4B
$388K 0.04%
2,416
– –
T icon
209
AT&T
T
$150B
$385K 0.04%
15,499
+166
+1% +$4.2K
HYMB icon
210
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.09B
$383K 0.04%
15,343
-807
-5% -$20.2K
ACN icon
211
Accenture
ACN
$84.8B
$382K 0.04%
1,425
+256
+22% +$65K
EQWL icon
212
Invesco S&P 100 Equal Weight ETF
EQWL
$2.7B
$376K 0.04%
3,186
-3
-0.1% -$350
TLT icon
213
iShares 20+ Year Treasury Bond ETF
TLT
$41.8B
$365K 0.04%
4,191
+486
+13% +$43.5K
SCHO icon
214
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$361K 0.04%
14,809
-4,104
-22% -$100K
SCHC icon
215
Schwab International Small-Cap Equity ETF
SCHC
$5.34B
$361K 0.04%
7,922
+1,443
+22% +$65.4K
MTUM icon
216
iShares MSCI USA Momentum Factor ETF
MTUM
$26.8B
$360K 0.04%
1,438
– –
XLE icon
217
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$360K 0.04%
8,043
-1,979
-20% -$88.1K
GOVT icon
218
iShares US Treasury Bond ETF
GOVT
$43.4B
$359K 0.04%
15,592
-4,185
-21% -$96.9K
IWO icon
219
iShares Russell 2000 Growth ETF
IWO
$14.8B
$348K 0.04%
1,078
– –
PFE icon
220
Pfizer
PFE
$140B
$346K 0.04%
13,883
-8,401
-38% -$212K
MUNI icon
221
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.07B
$342K 0.04%
6,534
– –
WMT icon
222
Walmart Inc
WMT
$913B
$342K 0.04%
3,074
+435
+16% +$46.7K
TTE icon
223
TotalEnergies
TTE
$181B
$339K 0.04%
5,176
-133
-3% -$8.41K
CHD icon
224
Church & Dwight Co
CHD
$23B
$338K 0.04%
4,027
-17
-0.4% -$1.45K
VTIP icon
225
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$336K 0.04%
6,798
+527
+8% +$26.4K
7 8
9
10 11

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