CFC
Coyle Financial Counsel Portfolio holdings
AUM
$373M
1-Year Return
12.94%
This Quarter Return
-13.39%
1 Year Return
+12.94%
3 Year Return
+46.23%
5 Year Return
+84.37%
10 Year Return
–
AUM
$94.7M
AUM Growth
+$4.73M
(+5.3%)
Cap. Flow
+$17.3M
Cap. Flow
% of AUM
18.24%
Top 10 Holdings %
Top 10 Hldgs %
65.33%
Holding
44
New
13
Increased
17
Reduced
10
Closed
4
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$7.85M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$4.04M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.78M |
| 4 |
Invesco Ultra Short Duration ETF
GSY
|
$1.75M |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$1.44M |
Top Sells
| 1 |
MBFI
MB Financial Corp
MBFI
|
$2.7M |
| 2 |
Thor Industries
THO
|
$1.68M |
| 3 |
Patterson-UTI
PTEN
|
$1.38M |
| 4 |
Republic Services
RSG
|
$987K |
| 5 |
Clean Harbors
CLH
|
$943K |
Sector Composition
| 1 | Industrials | 9.32% |
| 2 | Consumer Discretionary | 5.09% |
| 3 | Financials | 4.32% |
| 4 | Consumer Staples | 2.55% |
| 5 | Technology | 1.42% |
