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
126
$319K 0.12%
5,220
127
$314K 0.12%
9,854
+36
128
$313K 0.12%
6,008
+95
129
$312K 0.12%
5,383
+3
130
$310K 0.12%
14,675
+77
131
$309K 0.12%
1,135
132
$304K 0.12%
+2,055
133
$291K 0.11%
11,702
134
$287K 0.11%
10,634
+70
135
$277K 0.11%
1,825
+6
136
$275K 0.11%
2,320
+201
137
$272K 0.11%
5,530
+371
138
$271K 0.11%
4,001
-87
139
$256K 0.1%
8,354
140
$252K 0.1%
4,577
+22
141
$247K 0.1%
20,736
+5,732
142
$245K 0.1%
2,820
+160
143
$237K 0.09%
5,245
144
$237K 0.09%
+6,505
145
$234K 0.09%
4,675
-450
146
$225K 0.09%
3,734
147
$223K 0.09%
+3,812
148
$221K 0.09%
11,010
+210
149
$219K 0.09%
17,807
+286
150
$215K 0.08%
845
3 4 5
6
7