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
801
$2K ﹤0.01%
+145
802
$2K ﹤0.01%
+30
803
$2K ﹤0.01%
+69
804
$2K ﹤0.01%
+113
805
$2K ﹤0.01%
+66
806
$2K ﹤0.01%
+196
807
$2K ﹤0.01%
+100
808
$2K ﹤0.01%
+54
809
$2K ﹤0.01%
+24
810
$2K ﹤0.01%
+15
811
$2K ﹤0.01%
+96
812
$2K ﹤0.01%
+72
813
$2K ﹤0.01%
+44
814
$2K ﹤0.01%
+97
815
$2K ﹤0.01%
+65
816
$2K ﹤0.01%
+154
817
$2K ﹤0.01%
+55
818
$2K ﹤0.01%
+214
819
$2K ﹤0.01%
+14
820
$2K ﹤0.01%
+12
821
$2K ﹤0.01%
+199
822
$2K ﹤0.01%
+393
823
$2K ﹤0.01%
+42
824
$1K ﹤0.01%
+64
825
$1K ﹤0.01%
+10
31 32
33
34 35