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
151
$533K 0.11%
4,395
+12
152
$530K 0.11%
12,474
-766
153
$520K 0.11%
4,041
-4
154
$507K 0.1%
20,360
-841
155
$481K 0.1%
3,447
-345
156
$477K 0.1%
5,259
157
$463K 0.09%
17,449
-7,656
158
$456K 0.09%
1,752
-227
159
$450K 0.09%
14,806
+94
160
$439K 0.09%
4,354
-192
161
$432K 0.09%
14,416
162
$421K 0.09%
4,836
+69
163
$420K 0.09%
1,918
+6
164
$419K 0.09%
3,742
+585
165
$411K 0.08%
1
166
$411K 0.08%
8,856
+3,484
167
$395K 0.08%
7,204
-36
168
$390K 0.08%
23,338
+10,904
169
$389K 0.08%
5,577
+15
170
$387K 0.08%
+4,626
171
$381K 0.08%
83,330
+105
172
$373K 0.08%
599
173
$356K 0.07%
3,661
174
$356K 0.07%
18,762
+1,188
175
$342K 0.07%
24,159
-165
5 6
7
8 9