CFA

Cahill Financial Advisors Portfolio holdings

AUM $914M
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$5.65M
2
+$3.99M
3
+$3.52M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.62M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.42M

Top Sells

1
+$28.3M
2
+$9.36M
3
+$2.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.3M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$917K

Sector Composition

1 Technology 4.29%
2 Financials 3.76%
3 Consumer Discretionary 1.86%
4 Industrials 1.71%
5 Healthcare 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$87K 0.02%
+375
277
$87K 0.02%
+1,500
278
$86K 0.02%
+1,800
279
$85K 0.02%
+1,000
280
$84K 0.02%
+758
281
$82K 0.02%
+277
282
$81K 0.02%
+1,446
283
$81K 0.02%
+2,167
284
$80K 0.02%
+2,000
285
$80K 0.02%
+894
286
$80K 0.02%
+494
287
$79K 0.02%
+3,549
288
$79K 0.02%
+2,729
289
$78K 0.02%
+651
290
$78K 0.02%
+1,071
291
$78K 0.02%
+3,038
292
$78K 0.02%
+2,127
293
$77K 0.02%
+295
294
$76K 0.02%
+1,133
295
$76K 0.02%
+1,135
296
$73K 0.02%
+1,684
297
$73K 0.02%
+735
298
$73K 0.02%
+1,010
299
$72K 0.01%
+484
300
$71K 0.01%
+1,500
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