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
151
$629K 0.12%
7,316
-115
152
$603K 0.12%
3,316
-1,274
153
$578K 0.11%
5,378
-395
154
$569K 0.11%
5,061
-198
155
$558K 0.11%
984
156
$555K 0.11%
2,073
-601
157
$546K 0.11%
12,273
-201
158
$543K 0.1%
5,250
+36
159
$534K 0.1%
8,934
-2,201
160
$501K 0.1%
24,100
-59
161
$465K 0.09%
15,494
+1,078
162
$462K 0.09%
13,310
-1,496
163
$458K 0.09%
19,976
-384
164
$454K 0.09%
4,318
-36
165
$451K 0.09%
1
166
$448K 0.09%
3,311
+844
167
$439K 0.08%
5,039
+203
168
$426K 0.08%
8,869
+13
169
$422K 0.08%
5,789
+212
170
$418K 0.08%
4,626
171
$397K 0.08%
3,661
172
$395K 0.08%
11,981
+2,011
173
$394K 0.08%
599
174
$392K 0.08%
1,762
-156
175
$385K 0.07%
930
+2
5 6
7
8 9