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
601
$8K ﹤0.01%
+133
602
$8K ﹤0.01%
+147
603
$7K ﹤0.01%
+123
604
$7K ﹤0.01%
+81
605
$7K ﹤0.01%
+348
606
$7K ﹤0.01%
+317
607
$7K ﹤0.01%
+124
608
$7K ﹤0.01%
+24
609
$7K ﹤0.01%
+41
610
$7K ﹤0.01%
+32
611
$7K ﹤0.01%
+115
612
$7K ﹤0.01%
+62
613
$7K ﹤0.01%
+206
614
$7K ﹤0.01%
+211
615
$7K ﹤0.01%
+72
616
$7K ﹤0.01%
+153
617
$7K ﹤0.01%
+50
618
$7K ﹤0.01%
+50
619
$7K ﹤0.01%
+230
620
$7K ﹤0.01%
+128
621
$7K ﹤0.01%
+173
622
$7K ﹤0.01%
+72
623
$7K ﹤0.01%
+28
624
$7K ﹤0.01%
+50
625
$6K ﹤0.01%
+101
23 24
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