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
351
$45K 0.01%
+421
352
$45K 0.01%
+934
353
$43K 0.01%
+1,000
354
$43K 0.01%
+243
355
$43K 0.01%
634
356
$42K 0.01%
+162
357
$42K 0.01%
+514
358
$42K 0.01%
+784
359
$41K 0.01%
+467
360
$41K 0.01%
+103
361
$41K 0.01%
+340
362
$41K 0.01%
+123
363
$41K 0.01%
+772
364
$41K 0.01%
+372
365
$41K 0.01%
+515
366
$40K 0.01%
+300
367
$39K 0.01%
+1,183
368
$39K 0.01%
+116
369
$39K 0.01%
+1,150
370
$39K 0.01%
+2,285
371
$38K 0.01%
+920
372
$37K 0.01%
+433
373
$37K 0.01%
+1,009
374
$37K 0.01%
+832
375
$36K 0.01%
+1,402
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