CFC
Coyle Financial Counsel Portfolio holdings
AUM
$373M
This Quarter Return
+7.11%
1 Year Return
+12.94%
3 Year Return
+46.23%
5 Year Return
+84.37%
10 Year Return
–
AUM
$72.2M
AUM Growth
–
Cap. Flow
+$72.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.64%
Holding
38
New
38
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco Senior Loan ETF
BKLN
|
$8.12M |
| 2 |
ULQ
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
|
$6.82M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$6.67M |
| 4 |
Apple
AAPL
|
$6.22M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.88M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.61% |
| 2 | Industrials | 2.49% |
| 3 | Healthcare | 1.04% |
| 4 | Consumer Discretionary | 0.93% |
| 5 | Real Estate | 0.51% |
