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
$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
651
$6K ﹤0.01%
+21
652
$6K ﹤0.01%
+28
653
$6K ﹤0.01%
+39
654
$6K ﹤0.01%
+180
655
$6K ﹤0.01%
+135
656
$6K ﹤0.01%
+245
657
$6K ﹤0.01%
+151
658
$6K ﹤0.01%
+116
659
$6K ﹤0.01%
+15
660
$6K ﹤0.01%
+245
661
$6K ﹤0.01%
+56
662
$6K ﹤0.01%
+286
663
$6K ﹤0.01%
+168
664
$6K ﹤0.01%
+129
665
$6K ﹤0.01%
+27
666
$5K ﹤0.01%
+260
667
$5K ﹤0.01%
+68
668
$5K ﹤0.01%
+136
669
$5K ﹤0.01%
+142
670
$5K ﹤0.01%
+59
671
$5K ﹤0.01%
+24
672
$5K ﹤0.01%
+45
673
$5K ﹤0.01%
+79
674
$5K ﹤0.01%
+100
675
$5K ﹤0.01%
+58