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
176
$374K 0.07%
6,814
-390
177
$370K 0.07%
3,213
-529
178
$363K 0.07%
13,618
-3,831
179
$361K 0.07%
1,399
-153
180
$359K 0.07%
1,907
+155
181
$355K 0.07%
3,111
+497
182
$343K 0.07%
11,453
+8,152
183
$342K 0.07%
3,659
+3
184
$326K 0.06%
17,280
+48
185
$323K 0.06%
1,976
+1
186
$323K 0.06%
32,019
-212
187
$316K 0.06%
25,621
188
$315K 0.06%
486
-3
189
$296K 0.06%
4,659
+2,666
190
$295K 0.06%
837
+24
191
$293K 0.06%
2,020
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192
$288K 0.06%
1,863
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193
$288K 0.06%
2,321
-140
194
$288K 0.06%
19,264
+518
195
$286K 0.06%
7,561
+135
196
$280K 0.05%
5,661
197
$278K 0.05%
14,762
-4,000
198
$277K 0.05%
1,998
+3
199
$273K 0.05%
63,921
-19,409
200
$255K 0.05%
11,923
-1,978
6 7
8
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