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
$520M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$4.79M
3
+$4.52M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$4.05M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.36M

Top Sells

1
+$5.6M
2
+$3.29M
3
+$2.54M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.33M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.14M

Sector Composition

1 Financials 3.88%
2 Technology 2.73%
3 Industrials 2.01%
4 Healthcare 1.14%
5 Energy 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$355K 0.07%
6,753
-1
177
$348K 0.07%
5,612
-9
178
$348K 0.07%
5,842
+43
179
$325K 0.06%
3,746
180
$315K 0.06%
3,859
-2,385
181
$314K 0.06%
934
-38
182
$308K 0.06%
3,682
-27
183
$305K 0.06%
+8,358
184
$305K 0.06%
1,200
-3
185
$303K 0.06%
+11,649
186
$294K 0.06%
9,786
-15,005
187
$293K 0.06%
3,023
+658
188
$290K 0.06%
4,848
-868
189
$289K 0.06%
+1,747
190
$287K 0.06%
3,829
+75
191
$284K 0.05%
10,747
-5,731
192
$282K 0.05%
1,414
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193
$279K 0.05%
+1,546
194
$278K 0.05%
6,193
-16,292
195
$273K 0.05%
5,281
+173
196
$270K 0.05%
6,011
-600
197
$268K 0.05%
18,137
-8,772
198
$264K 0.05%
+5,153
199
$264K 0.05%
+1,229
200
$262K 0.05%
981
+55
6 7
8
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