CFC
Coyle Financial Counsel Portfolio holdings
AUM
$373M
1-Year Return
12.94%
This Quarter Return
+2.52%
1 Year Return
+12.94%
3 Year Return
+46.23%
5 Year Return
+84.37%
10 Year Return
–
AUM
$112M
AUM Growth
+$8.54M
(+8.3%)
Cap. Flow
+$6.39M
Cap. Flow
% of AUM
5.71%
Top 10 Holdings %
Top 10 Hldgs %
61.12%
Holding
56
New
15
Increased
12
Reduced
26
Closed
–
Top Buys
| 1 |
Hanesbrands
HBI
|
$1.24M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$1.08M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$1.02M |
| 4 |
Cboe Global Markets
CBOE
|
$974K |
| 5 |
Crown Holdings
CCK
|
$778K |
Top Sells
| 1 |
FedEx
FDX
|
$1.17M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.04M |
| 3 |
Knight Transportation
KNX
|
$980K |
| 4 |
Dollar General
DG
|
$556K |
| 5 |
BECN
Beacon Roofing Supply, Inc.
BECN
|
$241K |
Sector Composition
| 1 | Consumer Discretionary | 8.55% |
| 2 | Financials | 6.71% |
| 3 | Industrials | 6.5% |
| 4 | Consumer Staples | 2.2% |
| 5 | Technology | 2.01% |
