CFA

Cahill Financial Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 12.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$518M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.34M
3
+$2.33M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.32M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.26M

Top Sells

1
+$4.1M
2
+$1.86M
3
+$1.48M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$657K
5
AAPL icon
Apple
AAPL
+$632K

Sector Composition

1 Technology 4.12%
2 Financials 3.37%
3 Consumer Discretionary 1.54%
4 Industrials 1.3%
5 Energy 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
-50
527
– –
-302
528
– –
-111
529
– –
-450
530
– –
-20
531
– –
-726
532
– –
-35
533
– –
-10
534
– –
-47
535
– –
-81
536
– –
-203
537
– –
-2,672
538
– –
-192
539
– –
-433
540
– –
-121
541
– –
-33
542
– –
-942
543
– –
-27
544
– –
-100
545
– –
-1,135
546
– –
-68
547
– –
-1,468
548
– –
-210
549
– –
-116
550
– –
-40
20 21
22
23 24