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
76
$1.12M 0.28%
44,090
-400
77
$1.09M 0.28%
12,662
-21
78
$1.08M 0.27%
5,069
+419
79
$1.08M 0.27%
49,532
+7,515
80
$1.07M 0.27%
11,628
-315
81
$1.05M 0.27%
7,206
+5,534
82
$1.03M 0.26%
2,941
+138
83
$1.02M 0.26%
36,285
+493
84
$1M 0.25%
14,092
+5,283
85
$973K 0.25%
11,966
-1,528
86
$913K 0.23%
9,979
+31
87
$908K 0.23%
9,095
+486
88
$904K 0.23%
9,309
+265
89
$898K 0.23%
+6,819
90
$874K 0.22%
10,346
+87
91
$860K 0.22%
17,267
-5,451
92
$849K 0.21%
+13,801
93
$846K 0.21%
27,589
+415
94
$836K 0.21%
+7,070
95
$835K 0.21%
2,351
+22
96
$821K 0.21%
23,599
+402
97
$812K 0.2%
15,893
+10,816
98
$798K 0.2%
52,261
+2,153
99
$790K 0.2%
+2,953
100
$784K 0.2%
2,215
+44
2 3
4
5 6