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
626
$6K ﹤0.01%
+82
627
$6K ﹤0.01%
+120
628
$6K ﹤0.01%
+238
629
$6K ﹤0.01%
+112
630
$6K ﹤0.01%
+66
631
$6K ﹤0.01%
+129
632
$6K ﹤0.01%
+27
633
$6K ﹤0.01%
+47
634
$6K ﹤0.01%
+82
635
$6K ﹤0.01%
+245
636
$6K ﹤0.01%
+56
637
$6K ﹤0.01%
+57
638
$6K ﹤0.01%
+204
639
$6K ﹤0.01%
+447
640
$6K ﹤0.01%
+71
641
$6K ﹤0.01%
+450
642
$6K ﹤0.01%
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643
$6K ﹤0.01%
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644
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645
$6K ﹤0.01%
+25
646
$6K ﹤0.01%
+1,673
647
$6K ﹤0.01%
+21
648
$6K ﹤0.01%
+28
649
$6K ﹤0.01%
+39
650
$6K ﹤0.01%
+180
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