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
$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
26
$4.05M 0.83%
179,898
+4,074
27
$4.02M 0.82%
48,794
+3,244
28
$3.9M 0.8%
+150,886
29
$3.72M 0.76%
33,797
+356
30
$3.65M 0.75%
45,685
+125
31
$3.61M 0.74%
200,568
+13,167
32
$3.59M 0.73%
15,149
+18
33
$3.57M 0.73%
23,806
-1,514
34
$3.56M 0.73%
33,389
+23,813
35
$3.39M 0.69%
66,020
+1,627
36
$3.33M 0.68%
11,799
+39
37
$3.26M 0.67%
127,746
-2,079
38
$3M 0.61%
80,190
+8,385
39
$2.86M 0.59%
38,390
+69
40
$2.8M 0.57%
144,674
41
$2.76M 0.56%
25,237
+11,455
42
$2.71M 0.56%
26,949
+21,812
43
$2.7M 0.55%
15,948
-7
44
$2.64M 0.54%
10,348
-6
45
$2.6M 0.53%
46,180
+1,672
46
$2.58M 0.53%
146,700
+68,391
47
$2.57M 0.53%
16,424
-5,318
48
$2.57M 0.53%
34,585
+4,403
49
$2.55M 0.52%
85,590
+60
50
$2.52M 0.52%
8,695
-649
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