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
51
$1.56M 0.61%
25,392
+11,949
52
$1.53M 0.6%
98,038
-25,546
53
$1.52M 0.59%
22,652
+74
54
$1.41M 0.55%
5,205
-109
55
$1.32M 0.52%
9,714
+7,509
56
$1.31M 0.51%
16,889
-705
57
$1.19M 0.46%
10,013
+84
58
$1.17M 0.45%
88,635
-9,987
59
$1.16M 0.45%
4,027
+50
60
$1.16M 0.45%
10,734
-419
61
$1.15M 0.45%
2,934
+3
62
$1.14M 0.44%
22,121
-792
63
$1.11M 0.43%
39,475
+1,624
64
$1.1M 0.43%
6,505
-249
65
$1.08M 0.42%
17,935
+1,013
66
$1.02M 0.4%
9,388
+844
67
$1.02M 0.4%
19,127
+3
68
$1.02M 0.4%
17,629
-387
69
$1M 0.39%
28,795
+5,984
70
$1M 0.39%
7,270
-1,218
71
$999K 0.39%
8,127
+60
72
$995K 0.39%
21,342
-207
73
$960K 0.37%
33,586
+2,575
74
$949K 0.37%
34,627
+211
75
$943K 0.37%
19,085
+254
1 2
3
4 5