CFC

Coyle Financial Counsel Portfolio holdings

AUM $373M
1-Year Est. Return 12.94%
This Quarter Est. Return
1 Year Est. Return
+12.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$6.82M
3
+$6.67M
4
AAPL icon
Apple
AAPL
+$6.22M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.61%
2 Industrials 2.49%
3 Healthcare 1.04%
4 Consumer Discretionary 0.93%
5 Real Estate 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$343K 0.47%
+6,556
27
$342K 0.47%
+3,088
28
$336K 0.47%
+17,489
29
$336K 0.47%
+6,068
30
$328K 0.45%
+9,980
31
$316K 0.44%
+5,271
32
$307K 0.43%
+6,632
33
$299K 0.41%
+3,375
34
$292K 0.4%
+8,162
35
$290K 0.4%
+6,743
36
$256K 0.35%
+457
37
$250K 0.35%
+6,587
38
$235K 0.33%
+29,050
1
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