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
51
$916K 0.51%
7,207
+746
52
$877K 0.49%
52,392
-1,344
53
$845K 0.47%
6,381
+3
54
$834K 0.46%
8,153
+157
55
$824K 0.46%
28,817
+1,523
56
$816K 0.45%
7,671
-7
57
$804K 0.45%
23,818
+1,230
58
$787K 0.44%
8,861
+342
59
$786K 0.44%
10,054
+410
60
$761K 0.42%
15,318
-218
61
$753K 0.42%
10,736
-7
62
$740K 0.41%
4,625
+100
63
$709K 0.39%
72,714
-6,828
64
$702K 0.39%
56,180
+4,040
65
$690K 0.38%
8,840
-244
66
$688K 0.38%
2,475
+2
67
$687K 0.38%
5,375
68
$676K 0.37%
6,476
+4
69
$651K 0.36%
6,938
-10
70
$627K 0.35%
3,162
71
$613K 0.34%
5,485
+18
72
$598K 0.33%
9,828
73
$581K 0.32%
4,560
+299
74
$574K 0.32%
50,850
+4,473
75
$573K 0.32%
6,538
+873
1 2
3
4 5