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
701
$4K ﹤0.01%
+46
702
$4K ﹤0.01%
+30
703
$4K ﹤0.01%
+70
704
$4K ﹤0.01%
+163
705
$4K ﹤0.01%
+35
706
$4K ﹤0.01%
+31
707
$4K ﹤0.01%
+63
708
$4K ﹤0.01%
+138
709
$4K ﹤0.01%
+121
710
$4K ﹤0.01%
+145
711
$4K ﹤0.01%
+103
712
$4K ﹤0.01%
+433
713
$4K ﹤0.01%
+100
714
$4K ﹤0.01%
+200
715
$4K ﹤0.01%
+10
716
$4K ﹤0.01%
+59
717
$4K ﹤0.01%
+15
718
$4K ﹤0.01%
+17
719
$4K ﹤0.01%
+105
720
$4K ﹤0.01%
+29
721
$4K ﹤0.01%
+176
722
$4K ﹤0.01%
+10
723
$4K ﹤0.01%
+64
724
$4K ﹤0.01%
+105
725
$4K ﹤0.01%
+66
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