CFA

Cahill Financial Advisors Portfolio holdings

AUM $914M
1-Year Est. Return 16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16%
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
801
$2K ﹤0.01%
+30
802
$2K ﹤0.01%
+288
803
$2K ﹤0.01%
+50
804
$2K ﹤0.01%
+64
805
$2K ﹤0.01%
+16
806
$2K ﹤0.01%
+385
807
$2K ﹤0.01%
+77
808
$2K ﹤0.01%
+205
809
$2K ﹤0.01%
+30
810
$2K ﹤0.01%
+113
811
$2K ﹤0.01%
+66
812
$2K ﹤0.01%
+196
813
$2K ﹤0.01%
+100
814
$2K ﹤0.01%
+54
815
$2K ﹤0.01%
+15
816
$2K ﹤0.01%
+96
817
$2K ﹤0.01%
+72
818
$2K ﹤0.01%
+44
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%
+76
825
$1K ﹤0.01%
+11
31 32
33
34 35