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
626
$6K ﹤0.01%
+57
627
$6K ﹤0.01%
+204
628
$6K ﹤0.01%
+447
629
$6K ﹤0.01%
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630
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631
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633
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634
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635
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636
$6K ﹤0.01%
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637
$6K ﹤0.01%
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638
$6K ﹤0.01%
+1,624
639
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640
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641
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642
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643
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644
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645
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646
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+132
647
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+82
648
$6K ﹤0.01%
+120
649
$6K ﹤0.01%
+564
650
$6K ﹤0.01%
+135