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
126
$343K 0.13%
845
127
$334K 0.13%
134,960
128
$330K 0.13%
6,562
+322
129
$328K 0.13%
18,324
-2,948
130
$311K 0.12%
+1,979
131
$299K 0.12%
904
132
$296K 0.11%
+3,645
133
$286K 0.11%
16,489
+7,172
134
$283K 0.11%
5,141
+183
135
$282K 0.11%
11,866
-449
136
$279K 0.11%
37,970
-15,522
137
$277K 0.11%
4,575
138
$271K 0.1%
9,618
+74
139
$270K 0.1%
16,909
+429
140
$268K 0.1%
+1,536
141
$265K 0.1%
2,380
+200
142
$261K 0.1%
25,621
143
$238K 0.09%
4,783
-590
144
$237K 0.09%
5,360
-13,584
145
$230K 0.09%
+2,544
146
$229K 0.09%
5,941
+5
147
$228K 0.09%
+2,391
148
$224K 0.09%
+2,092
149
$222K 0.09%
+1,010
150
$221K 0.09%
3,680
-188
3 4 5
6
7