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
201
$248K 0.05%
6,059
-2,163
202
$247K 0.05%
2,899
+4
203
$246K 0.05%
2,393
+2
204
$244K 0.05%
4,347
-130
205
$242K 0.05%
3,945
+589
206
$241K 0.05%
8,762
+124
207
$224K 0.04%
2,086
-656
208
$218K 0.04%
798
-2
209
$217K 0.04%
1,540
-233
210
$216K 0.04%
3,148
-238
211
$211K 0.04%
5,400
+5
212
$210K 0.04%
719
-5
213
$210K 0.04%
7,130
214
$210K 0.04%
2,495
+5
215
$206K 0.04%
2,713
-41
216
$88K 0.02%
35,157
217
$34K 0.01%
12,681
218
– –
-200
219
– –
-1,303
220
– –
-163
221
– –
-129
222
– –
-177
223
– –
-223
224
– –
-832
225
– –
-213
7 8
9
10 11