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
76
$1.41M 0.29%
23,250
+4
77
$1.41M 0.29%
24,022
+109
78
$1.41M 0.29%
3,139
-75
79
$1.36M 0.28%
3,493
+189
80
$1.33M 0.27%
19,342
+11,191
81
$1.31M 0.27%
7,960
+500
82
$1.29M 0.26%
21,180
83
$1.29M 0.26%
18,354
+6,510
84
$1.27M 0.26%
12,324
-2,997
85
$1.27M 0.26%
5,990
+3
86
$1.26M 0.26%
12,401
+981
87
$1.23M 0.25%
5,202
-49
88
$1.22M 0.25%
14,324
-165
89
$1.21M 0.25%
6,316
+29
90
$1.2M 0.25%
41,740
-1,580
91
$1.2M 0.25%
10,986
+361
92
$1.19M 0.24%
+22,355
93
$1.19M 0.24%
+9,313
94
$1.18M 0.24%
+32,955
95
$1.16M 0.24%
11,815
+18
96
$1.16M 0.24%
35,953
97
$1.15M 0.24%
18,303
+417
98
$1.11M 0.23%
4,048
-1,632
99
$1.09M 0.22%
20,195
+549
100
$1.08M 0.22%
51,414
+2,406
2 3
4
5 6