CFA

Cahill Financial Advisors Portfolio holdings

AUM $914M
1-Year Est. Return 16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16%
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
+$5.65M
2
+$3.99M
3
+$3.52M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.62M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.42M

Top Sells

1
+$28.3M
2
+$9.36M
3
+$2.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.3M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$917K

Sector Composition

1 Technology 4.29%
2 Financials 3.76%
3 Consumer Discretionary 1.86%
4 Industrials 1.71%
5 Healthcare 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$14K ﹤0.01%
+94
502
$14K ﹤0.01%
+184
503
$14K ﹤0.01%
+35
504
$14K ﹤0.01%
+58
505
$14K ﹤0.01%
+784
506
$14K ﹤0.01%
+293
507
$14K ﹤0.01%
+225
508
$14K ﹤0.01%
+630
509
$14K ﹤0.01%
+197
510
$14K ﹤0.01%
+110
511
$13K ﹤0.01%
+64
512
$13K ﹤0.01%
+459
513
$13K ﹤0.01%
+33
514
$13K ﹤0.01%
+246
515
$13K ﹤0.01%
+80
516
$12K ﹤0.01%
+113
517
$12K ﹤0.01%
+179
518
$12K ﹤0.01%
+232
519
$12K ﹤0.01%
+245
520
$12K ﹤0.01%
+500
521
$12K ﹤0.01%
+102
522
$12K ﹤0.01%
+1,084
523
$12K ﹤0.01%
+534
524
$12K ﹤0.01%
+180
525
$12K ﹤0.01%
+70
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