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
$89.2M
AUM Growth
-$175K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.38M
3
+$1M
4
PKG icon
Packaging Corp of America
PKG
+$773K
5
SWFT
Swift Transportation Company
SWFT
+$528K

Top Sells

1
+$4.42M
2
+$516K
3
+$422K
4
ULQ
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
+$91.9K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$87K

Sector Composition

1 Industrials 9.15%
2 Consumer Discretionary 5.24%
3 Healthcare 2.19%
4 Real Estate 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$972K 1.09%
37,047
+2,249
27
$620K 0.7%
5,103
+218
28
$543K 0.61%
62,598
+3,818
29
$533K 0.6%
9,462
+591
30
$528K 0.59%
+23,299
31
$481K 0.54%
6,468
-285
32
$358K 0.4%
4,680
-221
33
$336K 0.38%
15,721
-719
34
$320K 0.36%
5,913
-236
35
$307K 0.34%
7,404
-223
36
$291K 0.33%
6,115
-177
37
$289K 0.32%
5,972
-179
38
$262K 0.29%
6,314
-61
39
$224K 0.25%
2,984
-65
40
$222K 0.25%
2,636
+155
41
$209K 0.23%
4,296
-552
42
– –
-64,654
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