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
76
$568K 0.31%
18,138
+2
77
$562K 0.31%
22,606
+5,059
78
$560K 0.31%
+5,209
79
$556K 0.31%
18,075
+3,152
80
$552K 0.31%
8,632
+1,938
81
$549K 0.3%
2,252
+561
82
$547K 0.3%
8,384
+134
83
$524K 0.29%
3,416
-6
84
$507K 0.28%
4,640
-10
85
$503K 0.28%
16,726
+4,435
86
$503K 0.28%
11,235
+6
87
$496K 0.27%
17,603
+1,044
88
$495K 0.27%
12,066
-892
89
$495K 0.27%
10,640
90
$486K 0.27%
10,580
+20
91
$483K 0.27%
54,781
+6,065
92
$467K 0.26%
7,313
+6
93
$458K 0.25%
13,358
+3,519
94
$458K 0.25%
10,242
-898
95
$454K 0.25%
7,300
96
$426K 0.24%
+7,178
97
$420K 0.23%
14,732
+1,055
98
$420K 0.23%
+8,761
99
$408K 0.23%
2,200
+549
100
$398K 0.22%
4,858
+1,200
2 3
4
5 6