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
1
$24.8M 4.79%
144,431
-3,824
2
$23.6M 4.56%
282,180
-5,383
3
$19M 3.67%
249,432
+29,702
4
$18.8M 3.64%
233,107
-23,050
5
$15.9M 3.07%
101,357
-1,311
6
$15.8M 3.06%
186,821
+39,435
7
$14.9M 2.88%
786,270
-78,156
8
$13.9M 2.68%
94,186
+15,838
9
$13M 2.5%
253,795
-5,189
10
$12.6M 2.43%
116,428
+38,822
11
$11.9M 2.3%
66,989
-3,560
12
$10.4M 2%
357,682
+68,485
13
$10.2M 1.97%
34,063
+699
14
$8.61M 1.66%
173,988
+3,994
15
$8.07M 1.56%
317,600
-161,326
16
$6.93M 1.34%
122,400
+13,345
17
$6.9M 1.33%
59,456
+1,575
18
$6.68M 1.29%
80,442
+3,326
19
$5.91M 1.14%
117,182
+34,740
20
$5.81M 1.12%
12,189
+126
21
$5.8M 1.12%
222,114
+71,228
22
$5.71M 1.1%
51,729
+18,340
23
$5.24M 1.01%
256,160
+8,112
24
$5.2M 1%
203,216
-13,136
25
$4.93M 0.95%
51,066
-1,913
1
2 3 4 5