CFA

Cahill Financial Advisors Portfolio holdings

AUM $914M
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
526
$12K ﹤0.01%
+354
527
$12K ﹤0.01%
+200
528
$12K ﹤0.01%
+500
529
$12K ﹤0.01%
+102
530
$11K ﹤0.01%
+309
531
$11K ﹤0.01%
+111
532
$11K ﹤0.01%
+215
533
$11K ﹤0.01%
+192
534
$11K ﹤0.01%
+130
535
$11K ﹤0.01%
+181
536
$11K ﹤0.01%
+109
537
$11K ﹤0.01%
+36
538
$11K ﹤0.01%
+36
539
$11K ﹤0.01%
+90
540
$11K ﹤0.01%
+222
541
$11K ﹤0.01%
+111
542
$11K ﹤0.01%
+140
543
$11K ﹤0.01%
+225
544
$11K ﹤0.01%
+327
545
$11K ﹤0.01%
+502
546
$11K ﹤0.01%
+390
547
$11K ﹤0.01%
+116
548
$11K ﹤0.01%
+100
549
$11K ﹤0.01%
+182
550
$11K ﹤0.01%
+127
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