CFC

Coyle Financial Counsel Portfolio holdings

AUM $468M
1-Year Est. Return 19.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.31M
3
+$785K
4
AMH icon
American Homes 4 Rent
AMH
+$600K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$491K

Top Sells

1
+$1.5M
2
+$614K
3
+$539K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$344K
5
ALGN icon
Align Technology
ALGN
+$305K

Sector Composition

1 Consumer Discretionary 6.34%
2 Industrials 6.17%
3 Technology 5.02%
4 Financials 3.42%
5 Communication Services 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$209K 0.17%
1,250
-500
52
– –
-15,000
53
– –
-1,298
1 2
3