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
$373M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$1.73M
3
+$1.59M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.53M
5
AMCR icon
Amcor
AMCR
+$1.21M

Top Sells

1
+$1.36M
2
+$913K
3
+$639K
4
RBA icon
RB Global
RBA
+$631K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$540K

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
JPM icon
51
JPMorgan Chase
JPM
$832B
$648K 0.17%
2,236
+32
ICSH icon
52
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.4B
$627K 0.17%
12,361
+928
MCD icon
53
McDonald's
MCD
$216B
$626K 0.17%
2,142
+2
CRWD icon
54
CrowdStrike
CRWD
$137B
$532K 0.14%
1,044
+321
XLF icon
55
Financial Select Sector SPDR Fund
XLF
$53.6B
$531K 0.14%
+10,143
KNX icon
56
Knight Transportation
KNX
$7.22B
$527K 0.14%
11,910
-1,345
CAT icon
57
Caterpillar
CAT
$274B
$523K 0.14%
1,347
-2
DECK icon
58
Deckers Outdoor
DECK
$12.4B
$484K 0.13%
4,698
+14
SGOV icon
59
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.7B
$465K 0.12%
4,621
+1,341
HD icon
60
Home Depot
HD
$376B
$455K 0.12%
1,240
+11
AMH icon
61
American Homes 4 Rent
AMH
$11.8B
$446K 0.12%
12,373
-1,271
BAC icon
62
Bank of America
BAC
$386B
$439K 0.12%
9,267
+53
IVW icon
63
iShares S&P 500 Growth ETF
IVW
$69B
$422K 0.11%
3,833
WMT icon
64
Walmart
WMT
$817B
$375K 0.1%
3,833
+135
XLC icon
65
The Communication Services Select Sector SPDR Fund
XLC
$27.8B
$370K 0.1%
+3,413
AJG icon
66
Arthur J. Gallagher & Co
AJG
$67.2B
$366K 0.1%
1,144
+284
BC icon
67
Brunswick
BC
$4.47B
$349K 0.09%
+6,310
BSX icon
68
Boston Scientific
BSX
$149B
$341K 0.09%
+3,171
PINS icon
69
Pinterest
PINS
$22.3B
$339K 0.09%
9,451
+419
NFLX icon
70
Netflix
NFLX
$466B
$331K 0.09%
+247
ITOT icon
71
iShares Core S&P Total US Stock Market ETF
ITOT
$80.1B
$323K 0.09%
2,390
+216
PANW icon
72
Palo Alto Networks
PANW
$147B
$307K 0.08%
1,498
-80
TSLA icon
73
Tesla
TSLA
$1.53T
$299K 0.08%
+942
XLV icon
74
Health Care Select Sector SPDR Fund
XLV
$35.5B
$298K 0.08%
2,212
+673
CME icon
75
CME Group
CME
$94.3B
$292K 0.08%
1,061
+2
1 2
3
4