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
326
$56K 0.01%
+2,247
327
$56K 0.01%
+878
328
$56K 0.01%
+1,468
329
$55K 0.01%
+2,000
330
$54K 0.01%
+202
331
$53K 0.01%
+273
332
$52K 0.01%
+239
333
$52K 0.01%
+966
334
$52K 0.01%
+1,172
335
$52K 0.01%
+1,721
336
$50K 0.01%
+250
337
$50K 0.01%
+203
338
$50K 0.01%
+978
339
$49K 0.01%
+975
340
$49K 0.01%
+726
341
$49K 0.01%
+2,342
342
$49K 0.01%
+1,884
343
$48K 0.01%
+677
344
$48K 0.01%
+134
345
$47K 0.01%
+3,300
346
$47K 0.01%
+1,539
347
$47K 0.01%
+1,828
348
$46K 0.01%
+2,500
349
$46K 0.01%
+2,700
350
$46K 0.01%
+1,000
12 13
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