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
126
$780K 0.16%
+18,817
127
$767K 0.16%
5,760
+440
128
$760K 0.16%
2,713
-89
129
$760K 0.16%
3,424
+3
130
$695K 0.14%
4,246
+311
131
$695K 0.14%
24,081
+329
132
$690K 0.14%
1,609
+556
133
$687K 0.14%
11,135
+2,122
134
$685K 0.14%
8,559
-136
135
$681K 0.14%
3,262
-3
136
$677K 0.14%
10,832
+9
137
$671K 0.14%
15,391
+876
138
$667K 0.14%
4,164
-57
139
$656K 0.13%
28,798
-116
140
$653K 0.13%
5,214
+2
141
$645K 0.13%
2,674
+2
142
$638K 0.13%
7,431
+1,031
143
$608K 0.12%
8,274
-122,844
144
$600K 0.12%
22,784
-1,380
145
$588K 0.12%
5,773
+4
146
$586K 0.12%
8,269
+289
147
$578K 0.12%
15,482
+801
148
$566K 0.12%
984
149
$564K 0.12%
24,694
-184
150
$555K 0.11%
1,551
-59
4 5
6
7 8