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
526
$12K ﹤0.01%
+24
527
$12K ﹤0.01%
+259
528
$12K ﹤0.01%
+354
529
$12K ﹤0.01%
+200
530
$11K ﹤0.01%
+502
531
$11K ﹤0.01%
+327
532
$11K ﹤0.01%
+390
533
$11K ﹤0.01%
+111
534
$11K ﹤0.01%
+215
535
$11K ﹤0.01%
+192
536
$11K ﹤0.01%
+116
537
$11K ﹤0.01%
+100
538
$11K ﹤0.01%
+182
539
$11K ﹤0.01%
+127
540
$11K ﹤0.01%
+142
541
$11K ﹤0.01%
+130
542
$11K ﹤0.01%
+181
543
$11K ﹤0.01%
+109
544
$11K ﹤0.01%
+36
545
$11K ﹤0.01%
+36
546
$11K ﹤0.01%
+90
547
$11K ﹤0.01%
+222
548
$11K ﹤0.01%
+111
549
$11K ﹤0.01%
+140
550
$11K ﹤0.01%
+309
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