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
$170M
AUM Growth
-$752K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$454K
3
+$446K
4
AAPL icon
Apple
AAPL
+$334K
5
SBUX icon
Starbucks
SBUX
+$328K

Top Sells

1
+$7.81M
2
+$6.39M
3
+$1.54M
4
LKQ icon
LKQ Corp
LKQ
+$1.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$365K

Sector Composition

1 Consumer Discretionary 8.09%
2 Industrials 6.37%
3 Technology 3.62%
4 Financials 2.94%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.92%
18,479
+1,279
27
$1.47M 0.86%
18,476
-4,355
28
$1.38M 0.81%
2,100
29
$1.35M 0.79%
8,080
+320
30
$1.26M 0.74%
28,858
-1,393
31
$1.26M 0.74%
4,869
-5,953
32
$1.23M 0.72%
9,400
33
$1.19M 0.7%
11,602
-546
34
$1.14M 0.67%
11,926
-557
35
$1.12M 0.66%
22,702
+842
36
$962K 0.57%
7,103
-34
37
$943K 0.55%
18,155
-791
38
$897K 0.53%
6,200
+80
39
$852K 0.5%
6,051
-33
40
$843K 0.5%
19,430
-794
41
$738K 0.43%
2,195
+95
42
$595K 0.35%
20,230
+230
43
$582K 0.34%
1,990
+10
44
$556K 0.33%
2,075
+205
45
$551K 0.32%
32,138
-1,573
46
$500K 0.29%
9,924
+1,108
47
$461K 0.27%
2,126
+43
48
$446K 0.26%
+1,075
49
$428K 0.25%
7,008
50
$422K 0.25%
5,048
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