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
$520M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$4.79M
3
+$4.52M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$4.05M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.36M

Top Sells

1
+$5.6M
2
+$3.29M
3
+$2.54M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.33M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.14M

Sector Composition

1 Financials 3.88%
2 Technology 2.73%
3 Industrials 2.01%
4 Healthcare 1.14%
5 Energy 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.66M 0.9%
62,770
+17
27
$4.56M 0.88%
55,304
-2,533
28
$4.38M 0.84%
51,224
+92
29
$4.05M 0.78%
53,885
-653
30
$3.67M 0.71%
17,994
-2,158
31
$3.64M 0.7%
63,907
-2,823
32
$3.46M 0.66%
8,998
-4,559
33
$3.43M 0.66%
32,897
+3,387
34
$3.31M 0.64%
238,216
-10,148
35
$3.24M 0.62%
194,027
-14,714
36
$3.24M 0.62%
159,874
-40,490
37
$3.19M 0.61%
33,716
+1,142
38
$3.1M 0.6%
140,904
-23,832
39
$2.98M 0.57%
82,173
-33,626
40
$2.9M 0.56%
51,307
+1,346
41
$2.78M 0.53%
30,457
-9,156
42
$2.68M 0.51%
18,944
-3,239
43
$2.65M 0.51%
39,810
+49
44
$2.62M 0.5%
63,452
+1,825
45
$2.46M 0.47%
10,265
-549
46
$2.44M 0.47%
78,693
-1,434
47
$2.4M 0.46%
36,490
+7,596
48
$2.4M 0.46%
6,271
+800
49
$2.38M 0.46%
28,168
-13,174
50
$2.38M 0.46%
50,075
-407
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