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
76
-13,892
77
-4,038