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
$518M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.34M
3
+$2.33M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.32M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.26M

Top Sells

1
+$4.1M
2
+$1.86M
3
+$1.48M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$657K
5
AAPL icon
Apple
AAPL
+$632K

Sector Composition

1 Technology 4.12%
2 Financials 3.37%
3 Consumer Discretionary 1.54%
4 Industrials 1.3%
5 Energy 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.36M 0.46%
23,410
+2,803
52
$2.34M 0.45%
31,301
-3,284
53
$2.31M 0.45%
52,174
+210
54
$2.31M 0.45%
13,777
-2,647
55
$2.29M 0.44%
40,114
+200
56
$2.23M 0.43%
22,073
+106
57
$2.21M 0.43%
9,369
+17
58
$2.19M 0.42%
16,991
+7,678
59
$2.13M 0.41%
27,100
-2,910
60
$2.11M 0.41%
52,942
-5,134
61
$2.09M 0.4%
26,123
+7,238
62
$2.08M 0.4%
9,180
+61
63
$2.05M 0.4%
27,857
+8,515
64
$2.04M 0.39%
4,919
-1,357
65
$1.99M 0.38%
17,096
+96
66
$1.9M 0.37%
12,795
-1,061
67
$1.87M 0.36%
34,936
-454
68
$1.8M 0.35%
52,216
+2,928
69
$1.8M 0.35%
64,521
+16
70
$1.74M 0.34%
56,415
+23,460
71
$1.69M 0.33%
6,994
+3,570
72
$1.68M 0.32%
21,378
+3,024
73
$1.68M 0.32%
25,348
+12,107
74
$1.67M 0.32%
18,019
+563
75
$1.67M 0.32%
3,325
-168
1 2
3
4 5