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
$259M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$9.67M
2
+$4.24M
3
+$3.99M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.05M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.92M

Top Sells

1
+$3.4M
2
+$2.52M
3
+$2.28M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.68M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.59M

Sector Composition

1 Technology 5.46%
2 Financials 4.01%
3 Industrials 2.67%
4 Consumer Discretionary 1.48%
5 Utilities 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$838K 0.32%
35,792
+211
77
$831K 0.32%
12,162
-3,292
78
$830K 0.32%
5,738
-363
79
$828K 0.32%
18,607
+213
80
$824K 0.32%
6,508
-452
81
$807K 0.31%
4,732
-438
82
$730K 0.28%
8,359
+2,694
83
$720K 0.28%
9,132
+496
84
$700K 0.27%
62,048
+728
85
$682K 0.26%
11,201
-704
86
$682K 0.26%
55,536
-33,198
87
$681K 0.26%
10,887
+17
88
$662K 0.26%
27,174
+346
89
$661K 0.26%
2,369
+174
90
$630K 0.24%
22,223
+1,454
91
$622K 0.24%
3,122
-837
92
$595K 0.23%
45,906
-13,388
93
$584K 0.23%
1,979
-109
94
$561K 0.22%
2,993
-120
95
$554K 0.21%
31,450
-90,256
96
$552K 0.21%
+9,572
97
$507K 0.2%
14,028
+1,011
98
$506K 0.2%
22,096
+140
99
$499K 0.19%
+8,087
100
$483K 0.19%
2,617
-197
2 3
4
5 6