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
$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 4.29%
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
576
$9K ﹤0.01%
+289
577
$9K ﹤0.01%
+282
578
$9K ﹤0.01%
+24
579
$9K ﹤0.01%
+466
580
$9K ﹤0.01%
+122
581
$9K ﹤0.01%
+475
582
$9K ﹤0.01%
+262
583
$9K ﹤0.01%
+104
584
$8K ﹤0.01%
+34
585
$8K ﹤0.01%
+155
586
$8K ﹤0.01%
+165
587
$8K ﹤0.01%
+56
588
$8K ﹤0.01%
+141
589
$8K ﹤0.01%
+102
590
$8K ﹤0.01%
+117
591
$8K ﹤0.01%
+135
592
$8K ﹤0.01%
+147
593
$8K ﹤0.01%
+147
594
$8K ﹤0.01%
+2,423
595
$8K ﹤0.01%
+192
596
$8K ﹤0.01%
+129
597
$8K ﹤0.01%
+64
598
$8K ﹤0.01%
+232
599
$8K ﹤0.01%
+31
600
$8K ﹤0.01%
+318