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
$257M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.42M
3
+$1.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$755K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$732K

Top Sells

1
+$2.67M
2
+$1.18M
3
+$793K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$660K
5
PXLC
POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO
PXLC
+$432K

Sector Composition

1 Technology 4.13%
2 Industrials 4.01%
3 Financials 3.99%
4 Utilities 1.63%
5 Energy 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.76M 1.07%
117,112
+742
27
$2.74M 1.07%
92,869
-665
28
$2.36M 0.92%
18,429
+707
29
$2.36M 0.92%
13,561
-694
30
$2.28M 0.89%
52,852
+3,043
31
$2.25M 0.88%
7,546
+2,528
32
$2.22M 0.86%
27,422
+20,555
33
$2.21M 0.86%
26,117
34
$2.21M 0.86%
15,905
+404
35
$2.12M 0.82%
37,034
+2,282
36
$2.06M 0.8%
35,168
+999
37
$2.01M 0.78%
94,449
+26
38
$2M 0.78%
22,899
-113
39
$1.99M 0.77%
45,267
+1,630
40
$1.95M 0.76%
75,248
-4,886
41
$1.92M 0.75%
46,716
+2,316
42
$1.88M 0.73%
31,907
+943
43
$1.85M 0.72%
16,305
+494
44
$1.78M 0.69%
57,891
+65
45
$1.78M 0.69%
4,667
+38
46
$1.74M 0.67%
7,481
+95
47
$1.68M 0.65%
85,720
-7,710
48
$1.63M 0.64%
58,185
-1,565
49
$1.62M 0.63%
10,138
+89
50
$1.62M 0.63%
9,395
-9
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