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
101
$1.07M 0.22%
10,677
102
$1.04M 0.21%
11,044
+407
103
$1.03M 0.21%
11,078
-2,970
104
$1.02M 0.21%
47,696
105
$1.01M 0.21%
49,745
+2,587
106
$968K 0.2%
+31,403
107
$958K 0.2%
15,339
+780
108
$956K 0.2%
17,937
-212
109
$955K 0.2%
14,829
+375
110
$934K 0.19%
15,125
+2,003
111
$928K 0.19%
17,660
+801
112
$924K 0.19%
22,815
+1,940
113
$907K 0.19%
68,838
+961
114
$890K 0.18%
2,578
+17
115
$861K 0.18%
134,960
116
$861K 0.18%
14,630
+10,764
117
$852K 0.17%
2,545
-31
118
$833K 0.17%
27,323
119
$831K 0.17%
5,144
+83
120
$831K 0.17%
+13,241
121
$826K 0.17%
7,812
+2
122
$822K 0.17%
13,089
-1,263
123
$815K 0.17%
3,006
+46
124
$806K 0.17%
4,590
+220
125
$790K 0.16%
10,639
+55
3 4
5
6 7