CFA

Cahill Financial Advisors Portfolio holdings

AUM $806M
1-Year Est. Return 12.74%
This Quarter Est. Return
1 Year Est. Return
+12.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$9.67M
2
+$4.24M
3
+$3.99M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.05M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.92M

Top Sells

1
+$3.4M
2
+$2.52M
3
+$2.28M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.68M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.59M

Sector Composition

1 Technology 5.46%
2 Financials 4.01%
3 Industrials 2.67%
4 Consumer Discretionary 1.48%
5 Utilities 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 0.91%
20,983
+428
27
$2.29M 0.89%
13,964
+10,852
28
$2.26M 0.88%
61,267
+3,597
29
$2.24M 0.86%
176,128
-86,800
30
$2.14M 0.83%
127,821
-22,119
31
$2.1M 0.81%
119,424
-95,997
32
$2.04M 0.79%
11,332
-759
33
$2.02M 0.78%
37,675
+454
34
$1.89M 0.73%
85,220
+70
35
$1.88M 0.73%
7,485
+292
36
$1.88M 0.73%
48,347
+1,088
37
$1.85M 0.71%
31,987
-563
38
$1.84M 0.71%
9,570
-591
39
$1.81M 0.7%
16,617
+25
40
$1.8M 0.7%
22,761
-4,079
41
$1.76M 0.68%
37,796
+2,105
42
$1.7M 0.66%
8,770
-699
43
$1.69M 0.65%
46,526
+269
44
$1.69M 0.65%
75,966
+261
45
$1.68M 0.65%
22,791
+18
46
$1.68M 0.65%
102,848
-83,156
47
$1.47M 0.57%
54,360
-65
48
$1.37M 0.53%
49,874
-31,755
49
$1.34M 0.52%
13,164
-409
50
$1.34M 0.52%
22,376
+235
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