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
476
$17K ﹤0.01%
+258
477
$16K ﹤0.01%
+110
478
$16K ﹤0.01%
+1,542
479
$16K ﹤0.01%
+19
480
$16K ﹤0.01%
+84
481
$16K ﹤0.01%
+63
482
$16K ﹤0.01%
+332
483
$16K ﹤0.01%
+204
484
$16K ﹤0.01%
+442
485
$16K ﹤0.01%
+873
486
$16K ﹤0.01%
+432
487
$16K ﹤0.01%
+416
488
$16K ﹤0.01%
+500
489
$15K ﹤0.01%
+20
490
$15K ﹤0.01%
+618
491
$15K ﹤0.01%
+171
492
$15K ﹤0.01%
+64
493
$15K ﹤0.01%
+180
494
$15K ﹤0.01%
+450
495
$15K ﹤0.01%
+626
496
$15K ﹤0.01%
+1,303
497
$15K ﹤0.01%
+213
498
$14K ﹤0.01%
+94
499
$14K ﹤0.01%
+184
500
$14K ﹤0.01%
+35
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