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
51
$1.84M 0.46%
41,251
-9,377
52
$1.81M 0.46%
6,806
-207
53
$1.69M 0.43%
51,414
+1,540
54
$1.68M 0.42%
8,620
+135
55
$1.68M 0.42%
55,390
+1,030
56
$1.67M 0.42%
+50,277
57
$1.58M 0.4%
32,820
-2,607
58
$1.57M 0.4%
4,394
+105
59
$1.56M 0.39%
8,661
+259
60
$1.41M 0.36%
18,499
+35
61
$1.4M 0.35%
7,964
+1,175
62
$1.35M 0.34%
47,616
+2,094
63
$1.33M 0.34%
24,739
+147
64
$1.33M 0.34%
3,534
+93
65
$1.31M 0.33%
22,770
+168
66
$1.31M 0.33%
6,147
+408
67
$1.31M 0.33%
15,793
-520
68
$1.27M 0.32%
21,264
+15
69
$1.24M 0.31%
7,620
+3,780
70
$1.21M 0.3%
10,035
-19
71
$1.16M 0.29%
7,640
+327
72
$1.16M 0.29%
6,353
+159
73
$1.14M 0.29%
19,350
+509
74
$1.13M 0.29%
74,901
+7,293
75
$1.13M 0.28%
5,802
+412
1 2
3
4 5