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
$518M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.34M
3
+$2.33M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.32M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.26M

Top Sells

1
+$4.1M
2
+$1.86M
3
+$1.48M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$657K
5
AAPL icon
Apple
AAPL
+$632K

Sector Composition

1 Technology 4.12%
2 Financials 3.37%
3 Consumer Discretionary 1.54%
4 Industrials 1.3%
5 Energy 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.83M 0.93%
197,679
+17,781
27
$4.8M 0.93%
56,668
+323
28
$4.56M 0.88%
233,376
+32,808
29
$4.26M 0.82%
36,814
+20,062
30
$4.21M 0.81%
129,364
+4,514
31
$4.18M 0.81%
38,152
+11,203
32
$3.98M 0.77%
49,024
+230
33
$3.95M 0.76%
15,506
+357
34
$3.93M 0.76%
34,350
+9,113
35
$3.79M 0.73%
34,717
+920
36
$3.72M 0.72%
68,858
+2,838
37
$3.71M 0.72%
22,814
-992
38
$3.68M 0.71%
46,305
+620
39
$3.67M 0.71%
10,906
-893
40
$3.4M 0.66%
126,996
-750
41
$3.31M 0.64%
81,614
+1,424
42
$3.01M 0.58%
163,297
+16,597
43
$2.94M 0.57%
40,252
+1,862
44
$2.92M 0.56%
16,354
+406
45
$2.83M 0.55%
10,190
-158
46
$2.78M 0.54%
8,654
-41
47
$2.77M 0.53%
51,318
+5,138
48
$2.75M 0.53%
141,744
-2,930
49
$2.75M 0.53%
85,670
+80
50
$2.47M 0.48%
44,793
+2,612
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