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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
$80M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$2.82M
3
+$1.73M
4
CLH icon
Clean Harbors
CLH
+$913K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$610K

Top Sells

1
+$5.72M
2
+$2.87M
3
+$1.77M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.59M
5
IP icon
International Paper
IP
+$1.44M

Sector Composition

1 Consumer Discretionary 8.02%
2 Industrials 5.81%
3 Financials 5.07%
4 Technology 4.14%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
– –
-127,489
53
– –
-23,781
54
– –
-9,080
55
– –
-3,955
56
– –
-33,120
57
– –
-27,703
58
– –
-19,664
59
– –
-627
60
– –
-57,041
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