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
126
$771K 0.15%
41,503
-8,242
127
$765K 0.15%
3,263
+1
128
$759K 0.15%
2,985
-21
129
$748K 0.14%
18,817
130
$736K 0.14%
8,522
-37
131
$734K 0.14%
10,842
+10
132
$727K 0.14%
14,116
-3,821
133
$723K 0.14%
13,914
-6,281
134
$717K 0.14%
4,197
-947
135
$717K 0.14%
23,516
-565
136
$706K 0.14%
2,505
-208
137
$698K 0.13%
22,210
+22,184
138
$683K 0.13%
15,764
+373
139
$677K 0.13%
4,503
+1,056
140
$670K 0.13%
24,856
+24,102
141
$669K 0.13%
4,220
-26
142
$665K 0.13%
4,009
-155
143
$661K 0.13%
1,662
+111
144
$656K 0.13%
6,464
-1,348
145
$653K 0.13%
23,470
+686
146
$653K 0.13%
24,788
+94
147
$639K 0.12%
17,347
+1,865
148
$634K 0.12%
8,311
+42
149
$633K 0.12%
4,023
-18
150
$633K 0.12%
4,512
+117
4 5
6
7 8