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
76
$920K 0.36%
17,536
+195
77
$902K 0.35%
7,140
-1,100
78
$884K 0.34%
13,904
-103
79
$881K 0.34%
9,649
+454
80
$843K 0.33%
47,130
-1,040
81
$837K 0.33%
22,022
+299
82
$803K 0.31%
64,182
+86
83
$775K 0.3%
11,873
84
$764K 0.3%
8,602
-649
85
$735K 0.29%
5,452
+100
86
$733K 0.29%
5,268
+770
87
$726K 0.28%
10,278
-832
88
$705K 0.27%
10,854
+8
89
$698K 0.27%
6,525
+1,146
90
$665K 0.26%
26,439
+140
91
$640K 0.25%
3,231
+1,879
92
$636K 0.25%
13,088
+100
93
$626K 0.24%
16,714
+1
94
$624K 0.24%
2,903
+2
95
$612K 0.24%
66,648
+1,000
96
$609K 0.24%
3,100
+250
97
$579K 0.23%
5,324
+1,145
98
$574K 0.22%
22,805
+56
99
$568K 0.22%
20,347
+4,913
100
$556K 0.22%
6,232
-2,270
2 3
4
5 6