CFC
Coyle Financial Counsel Portfolio holdings
AUM
$434M
1-Year Est. Return
14.25%
1 Year Est. Return
+14.25%
AUM
$434M
AUM Growth
+$60.3M
(+16%)
Holding
105
Top Buys
| 1 | +$6.09M | |
| 2 | +$4.77M | |
| 3 | +$4.76M | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$3.62M |
| 5 |
Fidelity Enhanced International ETF
FENI
|
+$3.57M |
Top Sells
| 1 | +$1.93M | |
| 2 | +$1.04M | |
| 3 | +$503K | |
| 4 |
RB Global
RBA
|
+$479K |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$432K |
Sector Composition
| 1 | Technology | 4.08% |
| 2 | Consumer Discretionary | 3.34% |
| 3 | Industrials | 2% |
| 4 | Communication Services | 1.48% |
| 5 | Financials | 1.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Core S&P Total US Stock Market ETF
ITOT
$78.3B
| – | – |
-2,390
|
|
||
102
UnitedHealth
UNH
$300B
| – | – |
-816
|
|
||
103
Veru
VERU
$35.8M
| – | – |
-1,117
|
|
||
104
Vanguard Intermediate-Term Treasury ETF
VGIT
$35.6B
| – | – |
-3,507
|
|