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
$434M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$6.05M
2
+$4.69M
3
+$4.59M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.52M
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$3.45M

Top Sells

1
+$1.35M
2
+$1.04M
3
+$495K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$486K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$420K

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
– –
-816
102
– –
-1,117
103
– –
-3,507
104
– –
-206
1 2 3 4
5