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
51
$2.4M 0.49%
42,181
+2,097
52
$2.34M 0.48%
30,010
-5,122
53
$2.33M 0.48%
58,076
-4,998
54
$2.21M 0.45%
39,914
-381
55
$2.18M 0.45%
9,352
+163
56
$2.15M 0.44%
51,964
+25,443
57
$2.06M 0.42%
21,967
-413
58
$2.06M 0.42%
6,276
-47
59
$2.03M 0.42%
13,856
+327
60
$1.99M 0.41%
9,119
+67
61
$1.98M 0.4%
17,000
+864
62
$1.94M 0.4%
20,607
+3,954
63
$1.9M 0.39%
8,546
-48
64
$1.81M 0.37%
35,390
-1,331
65
$1.76M 0.36%
64,505
-2,388
66
$1.72M 0.35%
16,752
+11,408
67
$1.67M 0.34%
49,288
-533
68
$1.56M 0.32%
7,766
-12
69
$1.54M 0.32%
11,587
+641
70
$1.54M 0.31%
4,420
+24
71
$1.52M 0.31%
17,456
-161
72
$1.49M 0.31%
48,320
-70
73
$1.48M 0.3%
+18,885
74
$1.46M 0.3%
48,576
-2,689
75
$1.42M 0.29%
28,169
-4,686
1 2
3
4 5