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
101
$546K 0.21%
10,095
+2
102
$521K 0.2%
7,294
-34
103
$518K 0.2%
6,388
+21
104
$515K 0.2%
3,072
+19
105
$510K 0.2%
8,551
+4,252
106
$494K 0.19%
16,843
-3,130
107
$489K 0.19%
26,022
108
$477K 0.19%
25,242
+218
109
$454K 0.18%
3,005
+2
110
$452K 0.18%
3,043
+150
111
$439K 0.17%
83,284
+646
112
$433K 0.17%
+7,565
113
$425K 0.17%
8,415
+53
114
$401K 0.16%
9,707
+617
115
$399K 0.16%
3,077
-3,094
116
$394K 0.15%
9,540
117
$381K 0.15%
32,136
+108
118
$370K 0.14%
2,860
+170
119
$366K 0.14%
1,323
+273
120
$362K 0.14%
7,900
+940
121
$359K 0.14%
12,302
+3,197
122
$349K 0.14%
9,093
-200
123
$336K 0.13%
4,477
+81
124
$333K 0.13%
1,530
-133
125
$330K 0.13%
16,536
+52
3 4
5
6 7