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
$259M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$9.67M
2
+$4.24M
3
+$3.99M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.05M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.92M

Top Sells

1
+$3.4M
2
+$2.52M
3
+$2.28M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.68M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.59M

Sector Composition

1 Technology 5.46%
2 Financials 4.01%
3 Industrials 2.67%
4 Consumer Discretionary 1.48%
5 Utilities 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.51%
22,905
-16,758
52
$1.31M 0.51%
4,426
-548
53
$1.24M 0.48%
+8,481
54
$1.2M 0.46%
7,651
+2,369
55
$1.12M 0.43%
9,731
+357
56
$1.12M 0.43%
24,526
-74,810
57
$1.11M 0.43%
21,612
+108
58
$1.08M 0.42%
+35,427
59
$1.06M 0.41%
43,889
+2,216
60
$1.04M 0.4%
8,697
+142
61
$1.03M 0.4%
18,199
+555
62
$1.03M 0.4%
3,402
-316
63
$1.03M 0.4%
18,691
+615
64
$1.03M 0.4%
16,978
-701
65
$1.02M 0.4%
7,144
-1,183
66
$1.01M 0.39%
16,758
-7,522
67
$974K 0.38%
7,465
-299
68
$954K 0.37%
41,752
+8,489
69
$915K 0.35%
10,245
+1,089
70
$907K 0.35%
13,051
-3,535
71
$906K 0.35%
+8,955
72
$887K 0.34%
44,490
-670
73
$874K 0.34%
18,722
+23
74
$850K 0.33%
8,924
-397
75
$849K 0.33%
2,326
-150
1 2
3
4 5