CFC
Coyle Financial Counsel Portfolio holdings
AUM
$373M
1-Year Est. Return
12.94%
1 Year Est. Return
+12.94%
AUM
$327M
AUM Growth
+$11.5M
(+3.6%)
Holding
78
Top Buys
| 1 | +$4.5M | |
| 2 | +$2.31M | |
| 3 | +$2.06M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.61M |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
+$1.49M |
Top Sells
| 1 | +$1.55M | |
| 2 | +$1.37M | |
| 3 | +$1.05M | |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$1.05M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$994K |
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
Veru
VERU
$43.2M
| $5.66K | ﹤0.01% |
1,156
+39
|
|
||
77
PPG Industries
PPG
$21.9B
| – | – |
-13,017
|
|
||
78
Tesla
TSLA
$1.52T
| – | – |
-689
|
|