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
$280M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$25.3M

Sector Composition

1 Consumer Discretionary 5.27%
2 Industrials 4.56%
3 Materials 2.79%
4 Technology 2.55%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$442K 0.16%
910
52
$429K 0.15%
2,170
53
$324K 0.12%
3,833
54
$317K 0.11%
826
55
$310K 0.11%
1,259
56
$283K 0.1%
7,462
57
$262K 0.09%
1,309
58
$255K 0.09%
1,184
59
$239K 0.09%
2,374
60
$234K 0.08%
2,563
61
$234K 0.08%
4,038
62
$230K 0.08%
1,559
63
$225K 0.08%
535
64
$224K 0.08%
700
65
$222K 0.08%
1,313
66
$203K 0.07%
890
67
$203K 0.07%
1,052
68
$66.5K 0.02%
15,000
69
$30K 0.01%
12,500
70
$23.6K 0.01%
12,000
71
$20.5K 0.01%
540
72
$14K 0.01%
10,000
73
$8.32K ﹤0.01%
1,250
74
$7K ﹤0.01%
1,000
1 2
3