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
426
$24K ﹤0.01%
+207
427
$24K ﹤0.01%
+420
428
$24K ﹤0.01%
+300
429
$24K ﹤0.01%
+219
430
$24K ﹤0.01%
+443
431
$23K ﹤0.01%
+282
432
$23K ﹤0.01%
+520
433
$23K ﹤0.01%
+57
434
$23K ﹤0.01%
+341
435
$23K ﹤0.01%
+500
436
$22K ﹤0.01%
+342
437
$22K ﹤0.01%
+441
438
$22K ﹤0.01%
+910
439
$22K ﹤0.01%
+76
440
$22K ﹤0.01%
+145
441
$21K ﹤0.01%
+400
442
$21K ﹤0.01%
+283
443
$21K ﹤0.01%
+15
444
$21K ﹤0.01%
+218
445
$21K ﹤0.01%
+901
446
$21K ﹤0.01%
+20
447
$21K ﹤0.01%
+621
448
$21K ﹤0.01%
+985
449
$20K ﹤0.01%
+2,559
450
$20K ﹤0.01%
+91
16 17
18
19 20