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
151
$204K 0.08%
1,323
+7
152
$202K 0.08%
+2,034
153
$142K 0.06%
44,090
+595
154
$120K 0.05%
11,073
155
$37K 0.01%
+1,325
156
– –
-7,635
157
– –
-1,784
158
– –
-4,781
159
– –
-1,851
3 4 5 6
7