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
101
$390K 0.22%
22,436
+5,852
102
$372K 0.21%
+2,988
103
$368K 0.2%
46,464
+4,088
104
$361K 0.2%
+14,220
105
$350K 0.19%
2,318
+377
106
$349K 0.19%
7,082
-148
107
$345K 0.19%
5,819
-287
108
$343K 0.19%
6,185
+2,323
109
$341K 0.19%
7,721
+103
110
$334K 0.18%
17,450
+1,350
111
$328K 0.18%
3,150
+90
112
$324K 0.18%
11,658
+2,964
113
$306K 0.17%
4,874
-667
114
$302K 0.17%
29,471
+2,669
115
$288K 0.16%
6,950
+600
116
$279K 0.15%
3,618
117
$277K 0.15%
3,176
+100
118
$266K 0.15%
22,375
+11,262
119
$266K 0.15%
3,932
+30
120
$265K 0.15%
2,034
121
$250K 0.14%
2,051
+1
122
$246K 0.14%
7,687
-446
123
$246K 0.14%
5,400
+40
124
$242K 0.13%
2,875
-600
125
$241K 0.13%
2,534
-2
2 3 4
5
6