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CFC

Coyle Financial Counsel Portfolio holdings

AUM $473M
1-Year Est. Return 19.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$473M
AUM Growth
+$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$1.54M
3
+$1.49M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.45M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M

Top Sells

1
+$1.77M
2
+$310K
3
+$269K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$264K
5
QCOM icon
Qualcomm
QCOM
+$254K

Sector Composition

1 Technology 4.16%
2 Consumer Discretionary 2.58%
3 Industrials 2.29%
4 Communication Services 1.57%
5 Financials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WTFC icon
76
Wintrust Financial
WTFC
$10.4B
$404K 0.09%
2,911
-8
GE icon
77
GE Aerospace
GE
$373B
$403K 0.09%
1,421
+112
AMH icon
78
American Homes 4 Rent
AMH
$11.4B
$399K 0.08%
14,296
-1,701
GEV icon
79
GE Vernova
GEV
$298B
$388K 0.08%
445
-75
CME icon
80
CME Group
CME
$89B
$387K 0.08%
1,311
+86
CVX icon
81
Chevron
CVX
$346B
$386K 0.08%
1,867
-265
TJX icon
82
TJX Companies
TJX
$181B
$382K 0.08%
2,393
+253
MCK icon
83
McKesson
MCK
$87.9B
$382K 0.08%
441
+8
XLC icon
84
State Street Communication Services Select Sector SPDR ETF
XLC
$23.4B
$378K 0.08%
3,413
GNRC icon
85
Generac Holdings
GNRC
$16.4B
$374K 0.08%
+1,914
C icon
86
Citigroup
C
$244B
$336K 0.07%
2,965
-400
XLV icon
87
State Street Health Care Select Sector SPDR ETF
XLV
$38.1B
$324K 0.07%
2,207
UNP icon
88
Union Pacific
UNP
$153B
$320K 0.07%
1,318
+6
FMB icon
89
First Trust Managed Municipal ETF
FMB
$2.05B
$314K 0.07%
6,204
CAH icon
90
Cardinal Health
CAH
$51.9B
$297K 0.06%
1,406
-215
CRWD icon
91
CrowdStrike
CRWD
$174B
$297K 0.06%
761
-283
RGA icon
92
Reinsurance Group of America
RGA
$13.8B
$295K 0.06%
1,446
+28
ATI icon
93
ATI
ATI
$27.5B
$287K 0.06%
1,975
+33
NFLX icon
94
Netflix
NFLX
$326B
$286K 0.06%
2,972
+62
MPWR icon
95
Monolithic Power Systems
MPWR
$76.8B
$285K 0.06%
261
+3
INTC icon
96
Intel
INTC
$673B
$271K 0.06%
6,137
+389
GM icon
97
General Motors
GM
$71.5B
$260K 0.05%
3,485
-751
IIIV icon
98
i3 Verticals
IIIV
$387M
$258K 0.05%
11,552
-1,910
GL icon
99
Globe Life
GL
$13.3B
$255K 0.05%
1,830
+39
MRVL icon
100
Marvell Technology
MRVL
$272B
$239K 0.05%
2,414
+46
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