We are live on ! Find out more
CFA

Cahill Financial Advisors Portfolio holdings

AUM $924M
1-Year Est. Return 16.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.55%
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
751
$3K ﹤0.01%
+50
752
$3K ﹤0.01%
+444
753
$3K ﹤0.01%
+97
754
$3K ﹤0.01%
+10
755
$3K ﹤0.01%
+316
756
$3K ﹤0.01%
+400
757
$3K ﹤0.01%
+15
758
$3K ﹤0.01%
+45
759
$3K ﹤0.01%
+24
760
$3K ﹤0.01%
+60
761
$3K ﹤0.01%
+26
762
$3K ﹤0.01%
+57
763
$3K ﹤0.01%
+4
764
$3K ﹤0.01%
+36
765
$3K ﹤0.01%
+48
766
$3K ﹤0.01%
+141
767
$3K ﹤0.01%
+14
768
$3K ﹤0.01%
+234
769
$3K ﹤0.01%
+65
770
$2K ﹤0.01%
+205
771
$2K ﹤0.01%
+35
772
$2K ﹤0.01%
+107
773
$2K ﹤0.01%
+11
774
$2K ﹤0.01%
+20
775
$2K ﹤0.01%
+47
29 30
31
32 33