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
176
$341K 0.07%
8,222
177
$331K 0.07%
1,975
-475
178
$330K 0.07%
9,970
-69
179
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+1,192
180
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1,858
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181
$314K 0.06%
1,552
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182
$313K 0.06%
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183
$304K 0.06%
489
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184
$300K 0.06%
2,614
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185
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13,901
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186
$298K 0.06%
17,232
-8,238
187
$297K 0.06%
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188
$295K 0.06%
2,742
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189
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190
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2,461
191
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7,426
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195
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3,341
196
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5,661
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197
$266K 0.05%
4,477
+28
198
$259K 0.05%
1,995
+5
199
$234K 0.05%
2,391
-312
200
$232K 0.05%
8,638
-395
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