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
351
$45K 0.01%
+934
352
$45K 0.01%
+421
353
$43K 0.01%
634
354
$43K 0.01%
+243
355
$43K 0.01%
+1,000
356
$42K 0.01%
+784
357
$42K 0.01%
+514
358
$42K 0.01%
+162
359
$41K 0.01%
+123
360
$41K 0.01%
+340
361
$41K 0.01%
+103
362
$41K 0.01%
+467
363
$41K 0.01%
+515
364
$41K 0.01%
+372
365
$41K 0.01%
+772
366
$40K 0.01%
+300
367
$39K 0.01%
+2,285
368
$39K 0.01%
+1,150
369
$39K 0.01%
+116
370
$39K 0.01%
+1,183
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
13 14
15
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