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
$181M
AUM Growth
+$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$560K
3
+$543K
4
LVLT
Level 3 Communications Inc
LVLT
+$426K
5
PXLC
POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO
PXLC
+$420K

Top Sells

1
+$777K
2
+$776K
3
+$637K
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$552K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$476K

Sector Composition

1 Industrials 5.51%
2 Financials 3.32%
3 Technology 3.18%
4 Healthcare 1.83%
5 Communication Services 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 1.18%
25,151
-582
27
$2.12M 1.18%
30,918
-275
28
$2.09M 1.16%
12,023
-27
29
$2.05M 1.13%
117,700
-13,140
30
$1.81M 1%
43,635
-767
31
$1.75M 0.97%
84,782
+16,806
32
$1.58M 0.87%
13,570
-258
33
$1.55M 0.86%
27,524
+981
34
$1.52M 0.84%
158,136
-28,368
35
$1.51M 0.84%
27,236
-911
36
$1.5M 0.83%
25,921
+334
37
$1.36M 0.75%
24,967
+946
38
$1.35M 0.75%
93,247
-7,157
39
$1.34M 0.74%
32,524
+277
40
$1.33M 0.74%
14,388
-100
41
$1.29M 0.72%
11,313
+738
42
$1.23M 0.68%
23,835
-3,489
43
$1.1M 0.61%
9,214
-558
44
$1.06M 0.59%
5,375
+178
45
$1.06M 0.59%
6,915
+45
46
$997K 0.55%
33,631
+3,947
47
$985K 0.55%
14,279
-13
48
$948K 0.52%
35,579
+7,813
49
$940K 0.52%
17,491
+490
50
$918K 0.51%
26,813
-3,571
1
2
3 4 5