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
376
$36K 0.01%
+409
377
$36K 0.01%
+541
378
$36K 0.01%
+958
379
$35K 0.01%
+500
380
$35K 0.01%
+302
381
$34K 0.01%
+200
382
$34K 0.01%
+241
383
$34K 0.01%
+206
384
$33K 0.01%
+638
385
$33K 0.01%
+825
386
$33K 0.01%
+345
387
$33K 0.01%
+55
388
$33K 0.01%
+256
389
$32K 0.01%
+324
390
$32K 0.01%
+1,039
391
$32K 0.01%
+101
392
$31K 0.01%
+185
393
$31K 0.01%
+18
394
$31K 0.01%
+1,183
395
$31K 0.01%
+1,137
396
$31K 0.01%
+1,198
397
$31K 0.01%
+118
398
$31K 0.01%
+529
399
$31K 0.01%
+342
400
$31K 0.01%
+230
14 15
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