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
451
$20K ﹤0.01%
+280
452
$20K ﹤0.01%
+175
453
$20K ﹤0.01%
+754
454
$20K ﹤0.01%
+284
455
$19K ﹤0.01%
+237
456
$19K ﹤0.01%
+143
457
$19K ﹤0.01%
+956
458
$19K ﹤0.01%
+755
459
$19K ﹤0.01%
+756
460
$19K ﹤0.01%
+356
461
$19K ﹤0.01%
+245
462
$18K ﹤0.01%
+147
463
$18K ﹤0.01%
+719
464
$18K ﹤0.01%
+652
465
$18K ﹤0.01%
+104
466
$18K ﹤0.01%
+184
467
$18K ﹤0.01%
+317
468
$17K ﹤0.01%
+85
469
$17K ﹤0.01%
+90
470
$17K ﹤0.01%
+80
471
$17K ﹤0.01%
+1,531
472
$17K ﹤0.01%
+10
473
$17K ﹤0.01%
+176
474
$17K ﹤0.01%
+582
475
$17K ﹤0.01%
+285
17 18
19
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