CFC

Coyle Financial Counsel Portfolio holdings

AUM $434M
1-Year Est. Return 14.25%
This Quarter Est. Return
1 Year Est. Return
+14.25%
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
+$4.46M
2
+$2.83M
3
+$1.63M
4
CLH icon
Clean Harbors
CLH
+$642K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$508K

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
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53
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54
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-9,080
55
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-3,955
56
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-33,120
57
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-27,703
58
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-19,664
59
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-627
60
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-5,640
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3