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
551
$11K ﹤0.01%
+225
552
$10K ﹤0.01%
+50
553
$10K ﹤0.01%
+126
554
$10K ﹤0.01%
+68
555
$10K ﹤0.01%
+210
556
$10K ﹤0.01%
+86
557
$10K ﹤0.01%
+236
558
$10K ﹤0.01%
+100
559
$10K ﹤0.01%
+554
560
$10K ﹤0.01%
+233
561
$10K ﹤0.01%
+150
562
$10K ﹤0.01%
+129
563
$9K ﹤0.01%
+3,168
564
$9K ﹤0.01%
+155
565
$9K ﹤0.01%
+34
566
$9K ﹤0.01%
+289
567
$9K ﹤0.01%
+282
568
$9K ﹤0.01%
+70
569
$9K ﹤0.01%
+295
570
$9K ﹤0.01%
+24
571
$9K ﹤0.01%
+305
572
$9K ﹤0.01%
+84
573
$9K ﹤0.01%
+44
574
$9K ﹤0.01%
+466
575
$9K ﹤0.01%
+122
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