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
101
$1.12M 0.22%
10,681
+4
102
$1.11M 0.21%
11,990
+946
103
$1.06M 0.21%
22,315
-500
104
$1.06M 0.21%
51,696
+4,000
105
$1.06M 0.21%
32,358
+955
106
$1.05M 0.2%
13,009
+4,735
107
$1.05M 0.2%
3,435
-613
108
$1.04M 0.2%
4,992
-998
109
$1.01M 0.19%
14,349
-480
110
$973K 0.19%
10,074
-1,004
111
$970K 0.19%
18,880
+1,220
112
$965K 0.19%
15,457
+118
113
$953K 0.18%
15,243
+118
114
$933K 0.18%
27,630
-1,168
115
$904K 0.17%
64,303
+12,889
116
$898K 0.17%
68,544
-294
117
$875K 0.17%
2,552
+7
118
$841K 0.16%
12,778
-311
119
$823K 0.16%
27,799
+476
120
$819K 0.16%
5,660
-100
121
$808K 0.16%
134,960
122
$800K 0.15%
2,251
-327
123
$792K 0.15%
1,668
+59
124
$781K 0.15%
10,604
-35
125
$776K 0.15%
48,929
+25,591
3 4
5
6 7