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
126
$230K 0.13%
2,266
127
$227K 0.13%
+27,867
128
$226K 0.13%
9,310
+1
129
$223K 0.12%
+11,535
130
$221K 0.12%
+13,948
131
$217K 0.12%
+2,500
132
$216K 0.12%
750
133
$214K 0.12%
3,861
-167
134
$210K 0.12%
1,300
135
$207K 0.11%
+3,734
136
$204K 0.11%
+4,700
137
$143K 0.08%
11,322
+212
138
– –
-17,501
139
– –
-5,430
140
– –
-7,335
2 3 4 5
6