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
826
$1K ﹤0.01%
+10
827
$1K ﹤0.01%
+40
828
$1K ﹤0.01%
+10
829
$1K ﹤0.01%
+22
830
$1K ﹤0.01%
+6
831
$1K ﹤0.01%
+78
832
$1K ﹤0.01%
+28
833
$1K ﹤0.01%
+38
834
$1K ﹤0.01%
+10
835
$1K ﹤0.01%
+4
836
$1K ﹤0.01%
+26
837
$1K ﹤0.01%
+76
838
$1K ﹤0.01%
+33
839
$1K ﹤0.01%
+72
840
$1K ﹤0.01%
+12
841
$1K ﹤0.01%
+90
842
$1K ﹤0.01%
+11
843
$1K ﹤0.01%
+77
844
$1K ﹤0.01%
+19
845
$1K ﹤0.01%
+45
846
$1K ﹤0.01%
+4
847
$1K ﹤0.01%
+881
848
$1K ﹤0.01%
+10
849
$1K ﹤0.01%
+114
850
$1K ﹤0.01%
+540
32 33
34
35 36