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
$87.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.83M
3
+$6.92M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.75M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 11.55%
2 Consumer Discretionary 6.75%
3 Technology 5.12%
4 Healthcare 3.67%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 1.19%
+7,016
27
$815K 0.93%
+60,249
28
$759K 0.87%
+9,576
29
$712K 0.82%
+6,378
30
$531K 0.61%
+6,715
31
$458K 0.52%
+3,451
32
$319K 0.37%
+6,941
33
$310K 0.36%
+5,800
34
$269K 0.31%
+4,130
35
$262K 0.3%
+2,640
36
$230K 0.26%
+4,673
37
$228K 0.26%
+1,922
38
$220K 0.25%
+3,552
39
$216K 0.25%
+5,733
40
$215K 0.25%
+2,970
41
$214K 0.25%
+2,147
42
$213K 0.24%
+15,576
43
$209K 0.24%
+3,628
44
$201K 0.23%
+7,161
45
$118K 0.14%
+12,812
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