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
$112M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$1.24M
2 +$1.08M
3 +$1.02M
4
CBOE icon
Cboe Global Markets
CBOE
+$974K
5
CCK icon
Crown Holdings
CCK
+$778K

Top Sells

1 +$1.17M
2 +$1.04M
3 +$980K
4
DG icon
Dollar General
DG
+$556K
5
BECN
Beacon Roofing Supply, Inc.
BECN
+$241K

Sector Composition

1 Consumer Discretionary 8.55%
2 Financials 6.71%
3 Industrials 6.5%
4 Consumer Staples 2.2%
5 Technology 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$250K 0.22%
+3,421
52
$249K 0.22%
+1,826
53
$243K 0.22%
1,250
54
$231K 0.21%
+8,964
55
$226K 0.2%
+5,048
56
$211K 0.19%
3,939