CFC
Coyle Financial Counsel Portfolio holdings
AUM
$468M
1-Year Est. Return
19.82%
This Fund
S&P 500
1 Year Est. Return
+19.82%
AUM
$468M
AUM Growth
+$34.1M
(+7.9%)
Holding
117
Top Buys
| 1 | +$4.18M | |
| 2 | +$1.61M | |
| 3 | +$1.55M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.54M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.36M |
Top Sells
| 1 | +$917K | |
| 2 | +$876K | |
| 3 | +$721K | |
| 4 |
Diamondback Energy
FANG
|
+$516K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$404K |
Sector Composition
| 1 | Technology | 4.8% |
| 2 | Consumer Discretionary | 2.87% |
| 3 | Industrials | 2.02% |
| 4 | Financials | 1.71% |
| 5 | Communication Services | 1.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
ServiceNow
NOW
$118B
| $246K | 0.05% |
1,605
+320
|
|
||
102
Dollar General
DG
$27.2B
| $236K | 0.05% |
+1,775
|
|
||
103
Monolithic Power Systems
MPWR
$53.7B
| $234K | 0.05% |
+258
|
|
||
104
Arista Networks
ANET
$171B
| $228K | 0.05% |
+1,741
|
|
||
105
ATI
ATI
$20.2B
| $223K | 0.05% |
+1,942
|
|
||
106
FedEx
FDX
$83.7B
| $223K | 0.05% |
+771
|
|
||
107
Exxon Mobil
XOM
$659B
| $221K | 0.05% |
+1,838
|
|
||
108
O'Reilly Automotive
ORLY
$73.7B
| $219K | 0.05% |
+2,403
|
|
||
109
UnitedHealth
UNH
$255B
| $216K | 0.05% |
+654
|
|
||
110
Intel
INTC
$231B
| $212K | 0.05% |
+5,748
|
|
||
111
American Express
AXP
$203B
| $209K | 0.04% |
+565
|
|
||
112
Marvell Technology
MRVL
$78.3B
| $201K | 0.04% |
+2,368
|
|
||
113
Vodafone
VOD
$33.3B
| $149K | 0.03% |
+11,251
|
|
||
114
Amcor
AMCR
$17.9B
| $110K | 0.02% |
2,642
-22,233
|
|
||
115
Mastercard
MA
$438B
| – | – |
-528
|
|
||
116
Starbucks
SBUX
$109B
| – | – |
-2,501
|
|