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
826
$1K ﹤0.01%
+77
827
$1K ﹤0.01%
+19
828
$1K ﹤0.01%
+45
829
$1K ﹤0.01%
+540
830
$1K ﹤0.01%
+163
831
$1K ﹤0.01%
+10
832
$1K ﹤0.01%
+10
833
$1K ﹤0.01%
+38
834
$1K ﹤0.01%
+10
835
$1K ﹤0.01%
+33
836
$1K ﹤0.01%
+72
837
$1K ﹤0.01%
+12
838
$1K ﹤0.01%
+64
839
$1K ﹤0.01%
+10
840
$1K ﹤0.01%
+40
841
$1K ﹤0.01%
+22
842
$1K ﹤0.01%
+6
843
$1K ﹤0.01%
+78
844
$1K ﹤0.01%
+28
845
$1K ﹤0.01%
+4
846
$1K ﹤0.01%
+26
847
$1K ﹤0.01%
+90
848
$1K ﹤0.01%
+4
849
$1K ﹤0.01%
+881
850
$1K ﹤0.01%
+10
32 33
34
35 36