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
$108M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$1.79M
3 +$885K
4
FI icon
Fiserv
FI
+$518K
5
FDX icon
FedEx
FDX
+$419K

Top Sells

1 +$1.91M
2 +$483K
3 +$271K
4
JPM icon
JPMorgan Chase
JPM
+$252K
5
UNP icon
Union Pacific
UNP
+$226K

Sector Composition

1 Consumer Discretionary 6.62%
2 Industrials 5.32%
3 Technology 4.63%
4 Financials 3.5%
5 Communication Services 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,600