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
776
$2K ﹤0.01%
+11
777
$2K ﹤0.01%
+20
778
$2K ﹤0.01%
+47
779
$2K ﹤0.01%
+26
780
$2K ﹤0.01%
+26
781
$2K ﹤0.01%
+35
782
$2K ﹤0.01%
+16
783
$2K ﹤0.01%
+205
784
$2K ﹤0.01%
+79
785
$2K ﹤0.01%
+223
786
$2K ﹤0.01%
+14
787
$2K ﹤0.01%
+24
788
$2K ﹤0.01%
+154
789
$2K ﹤0.01%
+22
790
$2K ﹤0.01%
+29
791
$2K ﹤0.01%
+30
792
$2K ﹤0.01%
+288
793
$2K ﹤0.01%
+50
794
$2K ﹤0.01%
+64
795
$2K ﹤0.01%
+16
796
$2K ﹤0.01%
+385
797
$2K ﹤0.01%
+21
798
$2K ﹤0.01%
+11
799
$2K ﹤0.01%
+77
800
$2K ﹤0.01%
+205
30 31
32
33 34