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
$396M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$13M
3
+$11.3M
4
BND icon
Vanguard Total Bond Market
BND
+$7.33M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.68M

Top Sells

1
+$640K
2
+$478K
3
+$463K
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$455K
5
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$418K

Sector Composition

1 Technology 4.65%
2 Financials 3.49%
3 Consumer Discretionary 1.55%
4 Industrials 1.4%
5 Utilities 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.53M 0.89%
177,693
+48,648
27
$3.38M 0.85%
26,495
+13,564
28
$3.33M 0.84%
39,947
+1,126
29
$3.15M 0.79%
174,698
+1,720
30
$3.13M 0.79%
22,915
+1,203
31
$2.99M 0.75%
14,468
+497
32
$2.9M 0.73%
64,710
+2,299
33
$2.85M 0.72%
125,163
-1,725
34
$2.79M 0.7%
12,561
+778
35
$2.77M 0.7%
+10,936
36
$2.71M 0.68%
37,125
+25,924
37
$2.65M 0.67%
38,292
+17,643
38
$2.62M 0.66%
38,371
+906
39
$2.58M 0.65%
+64,268
40
$2.5M 0.63%
47,967
-12,257
41
$2.38M 0.6%
10,644
-465
42
$2.37M 0.6%
46,887
+14,114
43
$2.3M 0.58%
16,158
+4,772
44
$2.23M 0.56%
85,260
+40
45
$2.22M 0.56%
51,065
+12,623
46
$2.03M 0.51%
8,413
-780
47
$2M 0.51%
+17,105
48
$1.93M 0.49%
8,815
-60
49
$1.9M 0.48%
22,702
+85
50
$1.88M 0.47%
72,317
-5,068
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