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
726
$4K ﹤0.01%
+34
727
$4K ﹤0.01%
+34
728
$4K ﹤0.01%
+136
729
$4K ﹤0.01%
+51
730
$4K ﹤0.01%
+150
731
$4K ﹤0.01%
+68
732
$4K ﹤0.01%
+171
733
$4K ﹤0.01%
+21
734
$4K ﹤0.01%
+31
735
$4K ﹤0.01%
+299
736
$3K ﹤0.01%
+107
737
$3K ﹤0.01%
+14
738
$3K ﹤0.01%
+84
739
$3K ﹤0.01%
+452
740
$3K ﹤0.01%
+60
741
$3K ﹤0.01%
+75
742
$3K ﹤0.01%
+541
743
$3K ﹤0.01%
+21
744
$3K ﹤0.01%
+65
745
$3K ﹤0.01%
+50
746
$3K ﹤0.01%
+33
747
$3K ﹤0.01%
+30
748
$3K ﹤0.01%
+51
749
$3K ﹤0.01%
+234
750
$3K ﹤0.01%
+50
28 29
30
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