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
$518M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.36M
3
+$2.26M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.25M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.24M

Top Sells

1
+$4.11M
2
+$1.87M
3
+$1.44M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$630K
5
AAPL icon
Apple
AAPL
+$563K

Sector Composition

1 Technology 4.12%
2 Financials 3.37%
3 Consumer Discretionary 1.54%
4 Industrials 1.3%
5 Energy 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-305
602
– –
-100
603
– –
-200
604
– –
-1,137
605
– –
-920
606
– –
-756
607
– –
-223
608
– –
-1,198
609
– –
-142
610
– –
-14
611
– –
-10
612
– –
-735
613
– –
-59
614
– –
-232
615
– –
-784
616
– –
-934
617
– –
-1,539
618
– –
-207
619
– –
-50
620
– –
-293
621
– –
-154
622
– –
-59
623
– –
-6,260
624
– –
-467
625
– –
-5
23 24
25
26 27