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CFC

Coyle Financial Counsel Portfolio holdings

AUM $473M
1-Year Est. Return 19.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$473M
AUM Growth
+$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$1.54M
3
+$1.49M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.45M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M

Top Sells

1
+$1.77M
2
+$310K
3
+$269K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$264K
5
QCOM icon
Qualcomm
QCOM
+$254K

Sector Composition

1 Technology 4.16%
2 Consumer Discretionary 2.58%
3 Industrials 2.29%
4 Communication Services 1.57%
5 Financials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PM icon
101
Philip Morris
PM
$278B
$237K 0.05%
+1,432
PLTR icon
102
Palantir
PLTR
$308B
$233K 0.05%
1,591
+124
ANET icon
103
Arista Networks
ANET
$214B
$227K 0.05%
1,845
+104
ORLY icon
104
O'Reilly Automotive
ORLY
$72B
$225K 0.05%
2,442
+39
BSX icon
105
Boston Scientific
BSX
$67.3B
$219K 0.05%
3,495
-65
IDXX icon
106
Idexx Laboratories
IDXX
$44.3B
$217K 0.05%
387
+21
SU icon
107
Suncor Energy
SU
$65.3B
$215K 0.05%
+3,255
LMT icon
108
Lockheed Martin
LMT
$118B
$205K 0.04%
+339
COST icon
109
Costco
COST
$422B
$204K 0.04%
+205
SBUX icon
110
Starbucks
SBUX
$115B
$201K 0.04%
+2,249
UNH icon
111
UnitedHealth
UNH
$364B
$201K 0.04%
744
+90
PINS icon
112
Pinterest
PINS
$11.4B
$200K 0.04%
10,924
+335
QNCX icon
113
Quince Therapeutics
QNCX
$18.5M
$1.07K ﹤0.01%
+1,051
AMCR icon
114
Amcor
AMCR
$19B
– –
-2,642
AXP icon
115
American Express
AXP
$231B
– –
-565
DG icon
116
Dollar General
DG
$25B
– –
-1,775
FDX icon
117
FedEx
FDX
$77.8B
– –
-771
NOW icon
118
ServiceNow
NOW
$98B
– –
-1,605
PFF icon
119
iShares Preferred and Income Securities ETF
PFF
$13.6B
– –
-10,000
QCOM icon
120
Qualcomm
QCOM
$238B
– –
-1,487
VOD icon
121
Vodafone
VOD
$32.9B
– –
-11,251
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