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
$316M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$5.21M
3
+$2.71M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.17M
5
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$2.15M

Top Sells

1
+$2.09M
2
+$1.99M
3
+$1.48M
4
GPK icon
Graphic Packaging
GPK
+$1.47M
5
FDX icon
FedEx
FDX
+$1.31M

Sector Composition

1 Consumer Discretionary 3.93%
2 Technology 3.64%
3 Industrials 2.98%
4 Financials 1.89%
5 Materials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$618K 0.2%
2,132
+3
52
$576K 0.18%
11,418
+862
53
$521K 0.16%
2,174
+523
54
$517K 0.16%
1,140
+325
55
$489K 0.15%
1,348
+1
56
$401K 0.13%
2,185
+37
57
$389K 0.12%
3,833
58
$375K 0.12%
8,531
+858
59
$366K 0.12%
1,580
+1,453
60
$360K 0.11%
926
+76
61
$321K 0.1%
3,195
+909
62
$310K 0.1%
3,431
+102
63
$288K 0.09%
2,280
64
$278K 0.09%
1,530
+226
65
$278K 0.09%
+689
66
$275K 0.09%
1,206
+6
67
$274K 0.09%
+5,366
68
$263K 0.08%
+2,881
69
$256K 0.08%
1,102
-40
70
$226K 0.07%
660
-100
71
$223K 0.07%
+1,540
72
$212K 0.07%
1,539
73
$7.26K ﹤0.01%
1,117
74
– –
-4,363
75
– –
-1,268
1 2
3
4