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CFC

Coyle Financial Counsel Portfolio holdings

AUM $473M
1-Year Est. Return 19.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$473M
AUM Growth
+$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$1.54M
3
+$1.49M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.45M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M

Top Sells

1
+$1.77M
2
+$310K
3
+$269K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$264K
5
QCOM icon
Qualcomm
QCOM
+$254K

Sector Composition

1 Technology 4.16%
2 Consumer Discretionary 2.58%
3 Industrials 2.29%
4 Communication Services 1.57%
5 Financials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
51
Abbott
ABT
$154B
$709K 0.15%
6,909
-364
PGR icon
52
Progressive
PGR
$119B
$704K 0.15%
3,554
-194
MCD icon
53
McDonald's
MCD
$198B
$698K 0.15%
2,246
+31
BC icon
54
Brunswick
BC
$5.43B
$669K 0.14%
9,199
-982
FHN icon
55
First Horizon
FHN
$11.8B
$658K 0.14%
28,898
-3,245
ICSH icon
56
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.63B
$635K 0.13%
12,552
+345
TSLA icon
57
Tesla
TSLA
$1.5T
$627K 0.13%
1,687
+167
GBIL icon
58
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.81B
$597K 0.13%
5,955
-2,635
WMT icon
59
Walmart Inc
WMT
$933B
$590K 0.12%
4,750
+401
UPS icon
60
United Parcel Service
UPS
$89.1B
$563K 0.12%
5,723
-390
LLY icon
61
Eli Lilly
LLY
$980B
$539K 0.11%
586
+104
HD icon
62
Home Depot
HD
$333B
$520K 0.11%
1,582
+25
JNJ icon
63
Johnson & Johnson
JNJ
$550B
$519K 0.11%
2,122
-372
XLF icon
64
State Street Financial Select Sector SPDR ETF
XLF
$50.7B
$503K 0.11%
10,181
+21
FANG icon
65
Diamondback Energy
FANG
$51.6B
$501K 0.11%
2,532
-422
SGOV icon
66
iShares 0-3 Month Treasury Bond ETF
SGOV
$94.9B
$495K 0.1%
4,922
-1,701
V icon
67
Visa
V
$622B
$492K 0.1%
1,628
+114
VBIL
68
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$8.37B
$480K 0.1%
6,350
+1
PWR icon
69
Quanta Services
PWR
$105B
$466K 0.1%
849
+65
BAC icon
70
Bank of America
BAC
$399B
$455K 0.1%
9,337
-76
COKE icon
71
Coca-Cola Consolidated
COKE
$12.1B
$452K 0.1%
2,357
+6
RTX icon
72
RTX Corp
RTX
$250B
$445K 0.09%
2,305
-46
PANW icon
73
Palo Alto Networks
PANW
$235B
$426K 0.09%
2,655
+83
IVW icon
74
iShares S&P 500 Growth ETF
IVW
$74.8B
$424K 0.09%
3,751
-82
XOM icon
75
Exxon Mobil
XOM
$571B
$413K 0.09%
2,433
+595
1 2
3
4 5