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
326
$56K 0.01%
+743
327
$56K 0.01%
+2,247
328
$56K 0.01%
+878
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%
+1,721
334
$52K 0.01%
+1,172
335
$52K 0.01%
+966
336
$50K 0.01%
+978
337
$50K 0.01%
+203
338
$50K 0.01%
+250
339
$49K 0.01%
+975
340
$49K 0.01%
+942
341
$49K 0.01%
+2,342
342
$49K 0.01%
+726
343
$48K 0.01%
+134
344
$48K 0.01%
+677
345
$47K 0.01%
+1,828
346
$47K 0.01%
+1,539
347
$47K 0.01%
+3,300
348
$46K 0.01%
+1,000
349
$46K 0.01%
+2,700
350
$46K 0.01%
+2,500
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