CFC

Coyle Financial Counsel Portfolio holdings

AUM $468M
1-Year Est. Return 19.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$1.71M
3
+$1.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.38M
5
AMCR icon
Amcor
AMCR
+$1.21M

Top Sells

1
+$1.36M
2
+$899K
3
+$656K
4
RBA icon
RB Global
RBA
+$609K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$539K

Sector Composition

1 Technology 3.72%
2 Consumer Discretionary 3.63%
3 Industrials 2.38%
4 Financials 1.5%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 0.55%
3,330
+239
27
$1.96M 0.53%
24,157
+3,272
28
$1.95M 0.52%
21,188
-1,834
29
$1.86M 0.5%
27,271
-2,172
30
$1.78M 0.48%
47,979
-3,397
31
$1.62M 0.43%
32,734
-252
32
$1.59M 0.42%
14,367
-1,199
33
$1.53M 0.41%
8,599
-1,085
34
$1.42M 0.38%
2,510
+4
35
$1.31M 0.35%
20,388
-1,594
36
$1.31M 0.35%
7,068
+11
37
$1.27M 0.34%
11,955
-5,943
38
$1.24M 0.33%
7,056
+332
39
$1.21M 0.32%
1,644
+106
40
$1.21M 0.32%
+26,320
41
$1.19M 0.32%
4,468
-2,394
42
$1.09M 0.29%
+8,638
43
$1.04M 0.28%
49,153
-3,296
44
$953K 0.26%
6,934
-1,360
45
$877K 0.23%
8,761
+791
46
$863K 0.23%
2,460
-7
47
$850K 0.23%
3,083
+1,402
48
$818K 0.22%
+7,813
49
$816K 0.22%
6,001
+29
50
$803K 0.22%
1,654
+169
1
2
3 4