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CFC

Coyle Financial Counsel Portfolio holdings

AUM $473M
1-Year Est. Return 19.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$473M
AUM Growth
+$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$1.54M
3
+$1.49M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.45M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M

Top Sells

1
+$1.77M
2
+$310K
3
+$269K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$264K
5
QCOM icon
Qualcomm
QCOM
+$254K

Sector Composition

1 Technology 4.16%
2 Consumer Discretionary 2.58%
3 Industrials 2.29%
4 Communication Services 1.57%
5 Financials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
26
State Street SPDR S&P 500 ETF Trust
SPY
$788B
$2.22M 0.47%
3,408
+262
CLH icon
27
Clean Harbors
CLH
$15.3B
$2.19M 0.46%
7,626
-610
CRH icon
28
CRH
CRH
$74.3B
$1.8M 0.38%
17,085
-10
VWO icon
29
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$1.75M 0.37%
32,401
-657
MDY icon
30
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
$1.69M 0.36%
2,747
-2
ABBV icon
31
AbbVie
ABBV
$382B
$1.67M 0.35%
7,675
-339
SGI
32
Somnigroup International
SGI
$15.8B
$1.47M 0.31%
19,918
-2,567
AZO icon
33
AutoZone
AZO
$50B
$1.43M 0.3%
423
-45
CIEN icon
34
Ciena
CIEN
$60.6B
$1.42M 0.3%
3,652
-5,772
META icon
35
Meta Platforms (Facebook)
META
$1.47T
$1.34M 0.28%
2,338
+157
AVGO icon
36
Broadcom
AVGO
$1.96T
$1.21M 0.26%
3,925
-275
KEX icon
37
Kirby Corp
KEX
$7.52B
$1.18M 0.25%
8,858
-1,456
XLK icon
38
State Street Technology Select Sector SPDR ETF
XLK
$125B
$1.15M 0.24%
8,638
JPM icon
39
JPMorgan Chase
JPM
$871B
$1.15M 0.24%
3,894
+111
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.12M 0.24%
2,341
+68
KNX icon
41
Knight Transportation
KNX
$12B
$1.11M 0.24%
19,295
+9,482
LKQ icon
42
LKQ Corp
LKQ
$6.57B
$1.1M 0.23%
37,426
-5,324
DELL icon
43
Dell
DELL
$265B
$992K 0.21%
6,047
-936
RBA icon
44
RB Global
RBA
$20.6B
$989K 0.21%
10,323
-1,037
CAT icon
45
Caterpillar
CAT
$454B
$988K 0.21%
1,394
+25
IWV icon
46
iShares Russell 3000 ETF
IWV
$19.4B
$912K 0.19%
2,460
MAS icon
47
Masco
MAS
$15B
$907K 0.19%
15,026
-1,596
HQY icon
48
HealthEquity
HQY
$7.12B
$896K 0.19%
10,726
-2,069
PNFP icon
49
Pinnacle Financial Partners Inc
PNFP
$14.5B
$871K 0.18%
10,112
-1,373
DECK icon
50
Deckers Outdoor
DECK
$15.2B
$861K 0.18%
8,601
-495
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