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
$96.3M
AUM Growth
+$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.33M
3
+$5.04M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.01M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.94M

Top Sells

1
+$8.89M
2
+$4.75M
3
+$1.73M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.47M
5
ZTS icon
Zoetis
ZTS
+$1.19M

Sector Composition

1 Industrials 10.66%
2 Consumer Discretionary 5.31%
3 Technology 3.63%
4 Consumer Staples 3.23%
5 Healthcare 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-5,733
77
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-7,161
78
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-15,576
79
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-125,035
80
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-4,130
81
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-16,532
82
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-2,147
83
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-1,922
84
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-3,628
85
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-4,673
1 2 3
4