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
401
$30K 0.01%
+200
402
$30K 0.01%
+108
403
$29K 0.01%
+1,072
404
$29K 0.01%
+351
405
$29K 0.01%
+708
406
$29K 0.01%
+123
407
$28K 0.01%
+617
408
$28K 0.01%
+123
409
$28K 0.01%
+138
410
$28K 0.01%
+1,274
411
$28K 0.01%
+251
412
$28K 0.01%
+417
413
$28K 0.01%
+99
414
$28K 0.01%
+1,000
415
$27K 0.01%
+2,309
416
$27K 0.01%
+177
417
$26K 0.01%
+1,198
418
$26K 0.01%
+44
419
$25K 0.01%
+204
420
$25K 0.01%
+180
421
$25K 0.01%
+776
422
$25K 0.01%
+900
423
$25K 0.01%
+417
424
$24K ﹤0.01%
+311
425
$24K ﹤0.01%
+650
15 16
17
18 19