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
551
$11K ﹤0.01%
+142
552
$10K ﹤0.01%
+50
553
$10K ﹤0.01%
+126
554
$10K ﹤0.01%
+236
555
$10K ﹤0.01%
+100
556
$10K ﹤0.01%
+150
557
$10K ﹤0.01%
+129
558
$10K ﹤0.01%
+68
559
$10K ﹤0.01%
+210
560
$10K ﹤0.01%
+86
561
$10K ﹤0.01%
+554
562
$10K ﹤0.01%
+233
563
$9K ﹤0.01%
+223
564
$9K ﹤0.01%
+70
565
$9K ﹤0.01%
+295
566
$9K ﹤0.01%
+305
567
$9K ﹤0.01%
+84
568
$9K ﹤0.01%
+44
569
$9K ﹤0.01%
+250
570
$9K ﹤0.01%
+25
571
$9K ﹤0.01%
+190
572
$9K ﹤0.01%
+583
573
$9K ﹤0.01%
+3,168
574
$9K ﹤0.01%
+155
575
$9K ﹤0.01%
+34
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