CFA

Cahill Financial Advisors Portfolio holdings

AUM $914M
1-Year Est. Return 16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16%
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
726
$4K ﹤0.01%
+433
727
$4K ﹤0.01%
+200
728
$4K ﹤0.01%
+34
729
$4K ﹤0.01%
+34
730
$4K ﹤0.01%
+136
731
$4K ﹤0.01%
+51
732
$4K ﹤0.01%
+150
733
$4K ﹤0.01%
+68
734
$4K ﹤0.01%
+171
735
$4K ﹤0.01%
+21
736
$3K ﹤0.01%
+15
737
$3K ﹤0.01%
+45
738
$3K ﹤0.01%
+107
739
$3K ﹤0.01%
+84
740
$3K ﹤0.01%
+452
741
$3K ﹤0.01%
+60
742
$3K ﹤0.01%
+75
743
$3K ﹤0.01%
+541
744
$3K ﹤0.01%
+21
745
$3K ﹤0.01%
+24
746
$3K ﹤0.01%
+60
747
$3K ﹤0.01%
+26
748
$3K ﹤0.01%
+57
749
$3K ﹤0.01%
+4
750
$3K ﹤0.01%
+36
28 29
30
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