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
151
$357K 0.09%
5,566
+425
152
$352K 0.09%
18,324
153
$348K 0.09%
1
154
$346K 0.09%
2,540
+60
155
$346K 0.09%
15,923
+2,304
156
$331K 0.08%
1,824
+107
157
$331K 0.08%
+7,106
158
$330K 0.08%
37,629
159
$323K 0.08%
+3,145
160
$321K 0.08%
5,715
+932
161
$319K 0.08%
+4,320
162
$312K 0.08%
8,292
+134
163
$311K 0.08%
3,096
+743
164
$296K 0.07%
2,449
+57
165
$295K 0.07%
17,906
+884
166
$293K 0.07%
25,621
167
$292K 0.07%
3,336
-2,540
168
$284K 0.07%
3,686
+2
169
$283K 0.07%
33,417
-4,553
170
$282K 0.07%
+2,572
171
$282K 0.07%
+5,455
172
$275K 0.07%
3,651
-540
173
$275K 0.07%
9,828
+176
174
$274K 0.07%
498
-361
175
$265K 0.07%
2,461
-83
4 5 6
7
8