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
101
$783K 0.2%
62,511
+277
102
$749K 0.19%
12,298
+906
103
$747K 0.19%
8,525
+4,587
104
$743K 0.19%
2,763
+184
105
$733K 0.18%
10,995
+108
106
$704K 0.18%
10,330
-115
107
$698K 0.18%
134,960
108
$676K 0.17%
3,124
+2
109
$656K 0.17%
10,887
+619
110
$653K 0.16%
2,935
-262
111
$640K 0.16%
+5,467
112
$627K 0.16%
+10,113
113
$606K 0.15%
11,112
+894
114
$604K 0.15%
7,202
+20
115
$581K 0.15%
9,650
+84
116
$575K 0.15%
6,209
-28
117
$573K 0.14%
13,922
-268
118
$572K 0.14%
2,667
+48
119
$572K 0.14%
3,547
+136
120
$566K 0.14%
8,266
+750
121
$563K 0.14%
21,097
-1,066
122
$544K 0.14%
6,200
+1,040
123
$540K 0.14%
+15,249
124
$529K 0.13%
3,364
+280
125
$527K 0.13%
27,778
-1,304
3 4
5
6 7