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
$106M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.59M
3
+$2.21M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.94M
5
LKQ icon
LKQ Corp
LKQ
+$1.4M

Top Sells

1
+$2.48M
2
+$2.41M
3
+$1.05M
4
DY icon
Dycom Industries
DY
+$611K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$209K

Sector Composition

1 Consumer Discretionary 19.99%
2 Industrials 7.32%
3 Healthcare 1.98%
4 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$773K 0.73%
51,486
+28,187
27
$498K 0.47%
4,609
-494
28
$489K 0.46%
+10,234
29
$440K 0.41%
67,970
+5,372
30
$342K 0.32%
5,161
-1,307
31
$307K 0.29%
7,102
+788
32
$290K 0.27%
6,142
+27
33
$289K 0.27%
3,893
-787
34
$287K 0.27%
7,264
-140
35
$286K 0.27%
14,356
-1,365
36
$285K 0.27%
5,718
-195
37
$275K 0.26%
4,491
+1,507
38
$273K 0.26%
6,849
+877
39
$246K 0.23%
2,857
+221
40
– –
-14,468
41
– –
-16,774
42
– –
-4,296
1
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