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

Top Buys

1
+$4.19M
2
+$3.34M
3
+$2.33M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.32M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.26M

Top Sells

1
+$4.1M
2
+$1.86M
3
+$1.48M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$657K
5
AAPL icon
Apple
AAPL
+$632K

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
651
– –
-145
652
– –
-97
653
– –
-4
654
– –
-36
655
– –
-34
656
– –
-4,224
657
– –
-56
658
– –
-135
659
– –
-70
660
– –
-206
661
– –
-50
662
– –
-113
663
– –
-3,168
664
– –
-369
665
– –
-205
666
– –
-179
667
– –
-324
668
– –
-1,379
669
– –
-1,741
670
– –
-185
671
– –
-250
672
– –
-237
673
– –
-232
674
– –
-204
675
– –
-107
25 26
27
28 29