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
$280M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.5M
3
+$842K
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$707K
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$568K

Top Sells

1
+$1.19M
2
+$985K
3
+$817K
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$499K
5
DIS icon
Walt Disney
DIS
+$321K

Sector Composition

1 Consumer Discretionary 5.27%
2 Industrials 4.56%
3 Materials 2.79%
4 Technology 2.55%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 0.86%
+27,977
27
$2.39M 0.85%
8,235
-443
28
$2.29M 0.82%
4,379
-323
29
$2.21M 0.79%
702
+96
30
$2.12M 0.76%
11,772
+303
31
$2.05M 0.73%
14,119
-710
32
$1.99M 0.71%
25,203
-1,674
33
$1.8M 0.64%
48,821
-2,267
34
$1.68M 0.6%
14,280
+3,932
35
$1.6M 0.57%
2,872
-45
36
$1.39M 0.5%
16,143
-5,807
37
$1.31M 0.47%
31,361
+1,479
38
$1.27M 0.45%
6,962
39
$1.18M 0.42%
7,737
+135
40
$1.09M 0.39%
10,851
-2,705
41
$1.01M 0.36%
18,350
-17,899
42
$991K 0.35%
2,356
+73
43
$956K 0.34%
6,337
+227
44
$828K 0.3%
2,758
45
$817K 0.29%
5,208
46
$702K 0.25%
6,173
+109
47
$614K 0.22%
2,177
+45
48
$568K 0.2%
+9,150
49
$510K 0.18%
10,078
+318
50
$494K 0.18%
1,347
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