CFA

Cahill Financial Advisors Portfolio holdings

AUM $914M
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
776
$2K ﹤0.01%
+205
777
$2K ﹤0.01%
+79
778
$2K ﹤0.01%
+223
779
$2K ﹤0.01%
+14
780
$2K ﹤0.01%
+24
781
$2K ﹤0.01%
+154
782
$2K ﹤0.01%
+97
783
$2K ﹤0.01%
+54
784
$2K ﹤0.01%
+44
785
$2K ﹤0.01%
+35
786
$2K ﹤0.01%
+107
787
$2K ﹤0.01%
+11
788
$2K ﹤0.01%
+20
789
$2K ﹤0.01%
+47
790
$2K ﹤0.01%
+26
791
$2K ﹤0.01%
+26
792
$2K ﹤0.01%
+16
793
$2K ﹤0.01%
+22
794
$2K ﹤0.01%
+29
795
$2K ﹤0.01%
+30
796
$2K ﹤0.01%
+288
797
$2K ﹤0.01%
+50
798
$2K ﹤0.01%
+64
799
$2K ﹤0.01%
+16
800
$2K ﹤0.01%
+385
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