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
1
$13.5M 7.48%
394,908
+9,708
2
$13.2M 7.33%
126,169
+5,176
3
$6.42M 3.56%
69,330
-3,420
4
$4.86M 2.69%
69,480
-278
5
$4.82M 2.67%
57,940
+1,305
6
$4.3M 2.38%
25,401
+1,957
7
$4.22M 2.34%
264,156
+1,620
8
$4.18M 2.31%
120,145
+2,530
9
$4.1M 2.27%
146,259
+35,065
10
$3.69M 2.05%
232,422
-530
11
$3.69M 2.04%
68,705
-8,011
12
$3.52M 1.95%
57,880
+6,554
13
$3.49M 1.93%
217,548
+24,711
14
$3.49M 1.93%
85,544
+493
15
$2.93M 1.62%
61,008
-1,428
16
$2.88M 1.59%
79,860
+3,084
17
$2.71M 1.5%
63,389
-12,939
18
$2.52M 1.39%
63,608
+5,931
19
$2.43M 1.35%
91,926
+3,308
20
$2.34M 1.29%
47,497
-6,564
21
$2.28M 1.26%
27,741
-4,036
22
$2.28M 1.26%
28,511
-816
23
$2.2M 1.22%
27,519
-5,941
24
$2.16M 1.2%
14,988
-956
25
$2.16M 1.19%
86,420
-31,145
1
2 3 4 5