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
$327M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$2.29M
3
+$2.05M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.74M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.54M

Top Sells

1
+$1.55M
2
+$1.29M
3
+$1.03M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$988K
5
PGR icon
Progressive
PGR
+$969K

Sector Composition

1 Consumer Discretionary 3.72%
2 Technology 3.34%
3 Industrials 2.51%
4 Financials 1.88%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.66K ﹤0.01%
1,156
+39
77
– –
-13,017
78
– –
-689
1 2 3
4