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
701
$4K ﹤0.01%
+10
702
$4K ﹤0.01%
+31
703
$4K ﹤0.01%
+66
704
$4K ﹤0.01%
+138
705
$4K ﹤0.01%
+121
706
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+145
707
$4K ﹤0.01%
+200
708
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+10
709
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+29
710
$4K ﹤0.01%
+176
711
$4K ﹤0.01%
+64
712
$4K ﹤0.01%
+105
713
$4K ﹤0.01%
+66
714
$4K ﹤0.01%
+31
715
$4K ﹤0.01%
+299
716
$4K ﹤0.01%
+59
717
$4K ﹤0.01%
+15
718
$4K ﹤0.01%
+17
719
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+105
720
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+205
721
$4K ﹤0.01%
+46
722
$4K ﹤0.01%
+30
723
$4K ﹤0.01%
+70
724
$4K ﹤0.01%
+163
725
$4K ﹤0.01%
+103
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