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
126
$524K 0.13%
+1,829
127
$521K 0.13%
18,525
+3,000
128
$515K 0.13%
+17,466
129
$511K 0.13%
+33,273
130
$507K 0.13%
15,785
+343
131
$506K 0.13%
23,600
+44
132
$503K 0.13%
4,232
+2,144
133
$492K 0.12%
7,911
+457
134
$491K 0.12%
980
+17
135
$482K 0.12%
+2,930
136
$463K 0.12%
22,487
+3,622
137
$457K 0.12%
17,990
-175
138
$455K 0.11%
+8,249
139
$453K 0.11%
6,328
+225
140
$444K 0.11%
29,298
-1,050
141
$408K 0.1%
+2,751
142
$406K 0.1%
4,705
+130
143
$398K 0.1%
13,113
+1,243
144
$393K 0.1%
+2,004
145
$392K 0.1%
+1,048
146
$389K 0.1%
83,743
+130
147
$388K 0.1%
26,516
+1,082
148
$377K 0.1%
755
149
$366K 0.09%
1,563
+32
150
$358K 0.09%
+2,813
4 5
6
7 8