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
201
$230K 0.05%
+5,395
202
$229K 0.05%
2,895
+18
203
$229K 0.05%
10,840
+13
204
$213K 0.04%
724
-32
205
$210K 0.04%
1,773
+2
206
$210K 0.04%
+813
207
$206K 0.04%
3,386
208
$205K 0.04%
3,356
+124
209
$200K 0.04%
+800
210
$197K 0.04%
8,965
-2,000
211
$183K 0.04%
+2,002
212
$182K 0.04%
6,984
-1,984
213
$181K 0.04%
4,536
-7,421
214
$181K 0.04%
+2,490
215
$180K 0.04%
+2,754
216
$174K 0.04%
+2,260
217
$174K 0.04%
+1,248
218
$174K 0.04%
+3,935
219
$171K 0.04%
+1,500
220
$171K 0.04%
+2,870
221
$170K 0.03%
+1,790
222
$169K 0.03%
+2,355
223
$167K 0.03%
+699
224
$167K 0.03%
+3,717
225
$166K 0.03%
+390
7 8
9
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