CFC
Coyle Financial Counsel Portfolio holdings
AUM
$373M
1-Year Return
12.94%
This Quarter Return
+0.82%
1 Year Return
+12.94%
3 Year Return
+46.23%
5 Year Return
+84.37%
10 Year Return
–
AUM
$107M
AUM Growth
+$10.4M
(+11%)
Cap. Flow
+$353K
Cap. Flow
% of AUM
0.33%
Top 10 Holdings %
Top 10 Hldgs %
53.74%
Holding
336
New
265
Increased
22
Reduced
35
Closed
12
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$9.59M |
| 2 |
Invesco Ultra Short Duration ETF
GSY
|
$6.82M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.1M |
| 4 |
MBFI
MB Financial Corp
MBFI
|
$2.73M |
| 5 |
Pinnacle Financial Partners
PNFP
|
$1.9M |
Top Sells
Sector Composition
| 1 | Industrials | 14.28% |
| 2 | Financials | 7.02% |
| 3 | Technology | 6.61% |
| 4 | Consumer Discretionary | 4% |
| 5 | Consumer Staples | 3.33% |
