CFA

Cahill Financial Advisors Portfolio holdings

AUM $914M
1-Year Est. Return 16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16%
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
601
$8K ﹤0.01%
+133
602
$8K ﹤0.01%
+147
603
$7K ﹤0.01%
+62
604
$7K ﹤0.01%
+153
605
$7K ﹤0.01%
+173
606
$7K ﹤0.01%
+72
607
$7K ﹤0.01%
+28
608
$7K ﹤0.01%
+41
609
$7K ﹤0.01%
+32
610
$7K ﹤0.01%
+50
611
$7K ﹤0.01%
+206
612
$7K ﹤0.01%
+211
613
$7K ﹤0.01%
+72
614
$7K ﹤0.01%
+123
615
$7K ﹤0.01%
+81
616
$7K ﹤0.01%
+348
617
$7K ﹤0.01%
+317
618
$7K ﹤0.01%
+124
619
$7K ﹤0.01%
+24
620
$7K ﹤0.01%
+115
621
$7K ﹤0.01%
+50
622
$7K ﹤0.01%
+50
623
$7K ﹤0.01%
+230
624
$7K ﹤0.01%
+128
625
$6K ﹤0.01%
+82
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