CFA

Cahill Financial Advisors Portfolio holdings

AUM $914M
1-Year Est. Return 16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16%
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
676
$5K ﹤0.01%
+8
677
$5K ﹤0.01%
+97
678
$5K ﹤0.01%
+39
679
$5K ﹤0.01%
+109
680
$5K ﹤0.01%
+83
681
$5K ﹤0.01%
+8
682
$5K ﹤0.01%
+75
683
$5K ﹤0.01%
+31
684
$5K ﹤0.01%
+315
685
$5K ﹤0.01%
+67
686
$5K ﹤0.01%
+432
687
$5K ﹤0.01%
+31
688
$5K ﹤0.01%
+32
689
$5K ﹤0.01%
+47
690
$5K ﹤0.01%
+142
691
$5K ﹤0.01%
+59
692
$5K ﹤0.01%
+64
693
$5K ﹤0.01%
+36
694
$5K ﹤0.01%
+92
695
$5K ﹤0.01%
+41
696
$5K ﹤0.01%
+57
697
$5K ﹤0.01%
+290
698
$5K ﹤0.01%
+62
699
$5K ﹤0.01%
+145
700
$4K ﹤0.01%
+100
26 27
28
29 30