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
$518M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.34M
3
+$2.33M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.32M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.26M

Top Sells

1
+$4.1M
2
+$1.86M
3
+$1.48M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$657K
5
AAPL icon
Apple
AAPL
+$632K

Sector Composition

1 Technology 4.12%
2 Financials 3.37%
3 Consumer Discretionary 1.54%
4 Industrials 1.3%
5 Energy 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.63M 0.32%
48,080
-240
77
$1.59M 0.31%
24,114
+92
78
$1.54M 0.3%
4,293
-127
79
$1.53M 0.3%
7,078
-1,468
80
$1.51M 0.29%
11,287
-300
81
$1.49M 0.29%
26,761
-1,408
82
$1.42M 0.27%
56,136
+54,308
83
$1.42M 0.27%
6,420
-1,346
84
$1.42M 0.27%
21,276
+96
85
$1.39M 0.27%
22,756
+8,126
86
$1.38M 0.27%
12,325
+1
87
$1.36M 0.26%
11,600
-801
88
$1.35M 0.26%
2,384
-755
89
$1.33M 0.26%
46,502
-2,074
90
$1.31M 0.25%
7,860
-100
91
$1.31M 0.25%
40,320
-1,420
92
$1.29M 0.25%
6,256
-60
93
$1.27M 0.25%
20,750
-2,500
94
$1.2M 0.23%
14,434
+110
95
$1.19M 0.23%
38,256
+2,303
96
$1.18M 0.23%
22,355
97
$1.17M 0.23%
5,161
-41
98
$1.15M 0.22%
10,782
-1,033
99
$1.15M 0.22%
10,613
-373
100
$1.14M 0.22%
15,956
-2,347
2 3
4
5 6