CFC

Coyle Financial Counsel Portfolio holdings

AUM $468M
1-Year Est. Return 19.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.4M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$837K
3
+$765K
4
WBA
Walgreens Boots Alliance
WBA
+$127K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$96.5K

Top Sells

1
+$6.17M
2
+$3.85M
3
+$3.8M
4
AAPL icon
Apple
AAPL
+$3.39M
5
FDX icon
FedEx
FDX
+$3.08M

Sector Composition

1 Healthcare 7.72%
2 Consumer Discretionary 5.57%
3 Industrials 5.02%
4 Consumer Staples 3.48%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$230K 0.5%
2,896
+1
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