CFA

Cahill Financial Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 12.43%
This Quarter Est. Return
1 Year Est. Return
+12.43%
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
301
$70K 0.01%
+682
302
$69K 0.01%
+2,057
303
$69K 0.01%
+462
304
$69K 0.01%
+530
305
$68K 0.01%
+347
306
$67K 0.01%
+2,307
307
$67K 0.01%
+1,083
308
$65K 0.01%
+1,312
309
$64K 0.01%
+225
310
$64K 0.01%
+2,500
311
$63K 0.01%
+3,500
312
$63K 0.01%
+4,224
313
$62K 0.01%
+369
314
$61K 0.01%
+437
315
$61K 0.01%
+705
316
$61K 0.01%
+6,259
317
$61K 0.01%
+406
318
$60K 0.01%
+860
319
$60K 0.01%
+1,000
320
$59K 0.01%
+1,758
321
$59K 0.01%
+1,119
322
$58K 0.01%
+352
323
$58K 0.01%
+1,349
324
$57K 0.01%
+1,241
325
$56K 0.01%
+1,468
11 12
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