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
651
$6K ﹤0.01%
+245
652
$6K ﹤0.01%
+238
653
$6K ﹤0.01%
+151
654
$6K ﹤0.01%
+116
655
$6K ﹤0.01%
+15
656
$6K ﹤0.01%
+88
657
$6K ﹤0.01%
+110
658
$6K ﹤0.01%
+220
659
$6K ﹤0.01%
+82
660
$6K ﹤0.01%
+245
661
$6K ﹤0.01%
+56
662
$6K ﹤0.01%
+112
663
$6K ﹤0.01%
+66
664
$6K ﹤0.01%
+286
665
$6K ﹤0.01%
+168
666
$5K ﹤0.01%
+67
667
$5K ﹤0.01%
+432
668
$5K ﹤0.01%
+31
669
$5K ﹤0.01%
+32
670
$5K ﹤0.01%
+45
671
$5K ﹤0.01%
+79
672
$5K ﹤0.01%
+100
673
$5K ﹤0.01%
+47
674
$5K ﹤0.01%
+68
675
$5K ﹤0.01%
+136
25 26
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