CFA

Cahill Financial Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 12.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.43%
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 4.29%
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
776
$2K ﹤0.01%
+154
777
$2K ﹤0.01%
+97
778
$2K ﹤0.01%
+21
779
$2K ﹤0.01%
+100
780
$2K ﹤0.01%
+11
781
$2K ﹤0.01%
+65
782
$2K ﹤0.01%
+154
783
$2K ﹤0.01%
+90
784
$2K ﹤0.01%
+55
785
$2K ﹤0.01%
+214
786
$2K ﹤0.01%
+14
787
$2K ﹤0.01%
+54
788
$2K ﹤0.01%
+44
789
$2K ﹤0.01%
+35
790
$2K ﹤0.01%
+107
791
$2K ﹤0.01%
+11
792
$2K ﹤0.01%
+20
793
$2K ﹤0.01%
+47
794
$2K ﹤0.01%
+26
795
$2K ﹤0.01%
+26
796
$2K ﹤0.01%
+35
797
$2K ﹤0.01%
+16
798
$2K ﹤0.01%
+22
799
$2K ﹤0.01%
+29
800
$2K ﹤0.01%
+30
30 31
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