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
251
$130K 0.03%
+1,962
252
$127K 0.03%
998
-361
253
$126K 0.03%
+1,993
254
$122K 0.03%
+740
255
$121K 0.02%
+802
256
$121K 0.02%
+631
257
$118K 0.02%
+3,088
258
$115K 0.02%
+942
259
$114K 0.02%
+2,454
260
$113K 0.02%
10,534
-5,535
261
$112K 0.02%
+419
262
$111K 0.02%
+1,855
263
$107K 0.02%
35,157
264
$105K 0.02%
+6,260
265
$104K 0.02%
+1,395
266
$101K 0.02%
+3,000
267
$100K 0.02%
1,554
-648
268
$99K 0.02%
+3,301
269
$97K 0.02%
+1,383
270
$96K 0.02%
+1,741
271
$95K 0.02%
+1,880
272
$92K 0.02%
+150
273
$90K 0.02%
+1,299
274
$89K 0.02%
+3,607
275
$88K 0.02%
+401
9 10
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