CFC

Coyle Financial Counsel Portfolio holdings

AUM $468M
1-Year Est. Return 19.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.82%
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
+$5.92M
2
+$5.47M
3
+$2.76M
4
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$2.28M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.24M

Top Sells

1
+$2.15M
2
+$2.1M
3
+$1.57M
4
VC icon
Visteon
VC
+$1.48M
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
1 2 3
4