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
$316M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$5.21M
3
+$2.71M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.17M
5
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$2.15M

Top Sells

1
+$2.09M
2
+$1.99M
3
+$1.48M
4
GPK icon
Graphic Packaging
GPK
+$1.47M
5
FDX icon
FedEx
FDX
+$1.31M

Sector Composition

1 Consumer Discretionary 3.93%
2 Technology 3.64%
3 Industrials 2.98%
4 Financials 1.89%
5 Materials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 0.59%
49,772
+2,002
27
$1.85M 0.58%
+21,769
28
$1.82M 0.58%
9,561
-1,165
29
$1.78M 0.56%
24,552
-408
30
$1.78M 0.56%
15,529
-209
31
$1.74M 0.55%
2,976
-633
32
$1.69M 0.53%
15,960
+1,067
33
$1.62M 0.51%
59,506
-54,295
34
$1.59M 0.5%
17,377
-22,877
35
$1.58M 0.5%
35,813
+2,886
36
$1.55M 0.49%
13,017
-674
37
$1.49M 0.47%
9,102
+3,180
38
$1.49M 0.47%
+26,215
39
$1.47M 0.46%
2,578
-179
40
$1.43M 0.45%
22,113
-6,939
41
$1.39M 0.44%
3,286
+491
42
$1.25M 0.4%
6,602
+230
43
$1.22M 0.39%
6,878
-175
44
$987K 0.31%
4,862
+4,052
45
$863K 0.27%
8,637
-1,895
46
$825K 0.26%
2,468
-290
47
$807K 0.26%
15,208
-3,006
48
$720K 0.23%
+24,667
49
$713K 0.23%
1,218
+113
50
$666K 0.21%
5,890
-174
1
2
3 4