CFA

Cahill Financial Advisors Portfolio holdings

AUM $806M
1-Year Est. Return 12.74%
This Quarter Est. Return
1 Year Est. Return
+12.74%
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
676
$5K ﹤0.01%
+142
677
$5K ﹤0.01%
+59
678
$5K ﹤0.01%
+64
679
$5K ﹤0.01%
+36
680
$5K ﹤0.01%
+92
681
$5K ﹤0.01%
+58
682
$5K ﹤0.01%
+60
683
$5K ﹤0.01%
+83
684
$5K ﹤0.01%
+8
685
$5K ﹤0.01%
+41
686
$5K ﹤0.01%
+36
687
$5K ﹤0.01%
+8
688
$5K ﹤0.01%
+96
689
$5K ﹤0.01%
+39
690
$5K ﹤0.01%
+109
691
$5K ﹤0.01%
+31
692
$5K ﹤0.01%
+315
693
$5K ﹤0.01%
+260
694
$5K ﹤0.01%
+24
695
$5K ﹤0.01%
+57
696
$5K ﹤0.01%
+290
697
$5K ﹤0.01%
+62
698
$5K ﹤0.01%
+145
699
$5K ﹤0.01%
+75
700
$4K ﹤0.01%
+205
26 27
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