CFA

Cahill Financial Advisors Portfolio holdings

AUM $806M
1-Year Est. Return 12.74%
This Quarter Est. Return
1 Year Est. Return
+12.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$488M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$3.9M
3
+$3.46M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.54M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.35M

Top Sells

1
+$27.3M
2
+$9.03M
3
+$2.04M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$889K

Sector Composition

1 Technology 4.3%
2 Financials 3.76%
3 Consumer Discretionary 1.86%
4 Industrials 1.71%
5 Healthcare 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$162K 0.03%
+3,088
227
$159K 0.03%
+3,308
228
$158K 0.03%
+3,726
229
$156K 0.03%
+925
230
$156K 0.03%
+940
231
$153K 0.03%
+1,875
232
$152K 0.03%
+378
233
$151K 0.03%
+1,368
234
$149K 0.03%
+2,448
235
$149K 0.03%
+978
236
$148K 0.03%
+7,130
237
$147K 0.03%
+5,237
238
$147K 0.03%
+1,344
239
$145K 0.03%
+2,672
240
$145K 0.03%
+795
241
$143K 0.03%
+2,010
242
$142K 0.03%
+1,379
243
$140K 0.03%
+969
244
$140K 0.03%
+1,693
245
$139K 0.03%
+2,341
246
$137K 0.03%
+776
247
$137K 0.03%
+1,210
248
$134K 0.03%
+394
249
$133K 0.03%
+516
250
$132K 0.03%
+1,701
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