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
576
$9K ﹤0.01%
+475
577
$9K ﹤0.01%
+262
578
$9K ﹤0.01%
+250
579
$9K ﹤0.01%
+25
580
$9K ﹤0.01%
+190
581
$9K ﹤0.01%
+583
582
$9K ﹤0.01%
+52
583
$9K ﹤0.01%
+223
584
$8K ﹤0.01%
+147
585
$8K ﹤0.01%
+2,423
586
$8K ﹤0.01%
+192
587
$8K ﹤0.01%
+129
588
$8K ﹤0.01%
+64
589
$8K ﹤0.01%
+232
590
$8K ﹤0.01%
+34
591
$8K ﹤0.01%
+135
592
$8K ﹤0.01%
+31
593
$8K ﹤0.01%
+318
594
$8K ﹤0.01%
+358
595
$8K ﹤0.01%
+155
596
$8K ﹤0.01%
+165
597
$8K ﹤0.01%
+56
598
$8K ﹤0.01%
+141
599
$8K ﹤0.01%
+102
600
$8K ﹤0.01%
+117