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
$69.3M
AUM Growth
+$13K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.65M
2 +$673K
3 +$619K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$539K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$283K

Top Sells

1 +$1.17M
2 +$1.02M
3 +$634K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$424K
5
T icon
AT&T
T
+$406K

Sector Composition

1 Industrials 12.83%
2 Consumer Discretionary 9.5%
3 Technology 4.89%
4 Healthcare 4.85%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,518