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
$434M
AUM Growth
+$60.3M
(+16%)
Holding
105
Top Buys
| 1 | +$6.05M | |
| 2 | +$4.69M | |
| 3 | +$4.59M | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$3.52M |
| 5 |
Fidelity Enhanced International ETF
FENI
|
+$3.45M |
Top Sells
| 1 | +$1.35M | |
| 2 | +$1.04M | |
| 3 | +$495K | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$486K |
| 5 |
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
UnitedHealth
UNH
$250B
| – | – |
-816
|
|
||
102
Veru
VERU
$36.3M
| – | – |
-1,117
|
|
||
103
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.4B
| – | – |
-3,507
|
|
||
104
American Tower
AMT
$79.8B
| – | – |
-1,254
|
|