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
$120M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$1.5M
2 +$605K
3 +$574K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$353K
5
ALGN icon
Align Technology
ALGN
+$327K

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