CFC

Coyle Financial Counsel Portfolio holdings

AUM $373M
1-Year Est. Return 12.94%
This Quarter Est. Return
1 Year Est. Return
+12.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$6.82M
3
+$6.67M
4
AAPL icon
Apple
AAPL
+$6.22M
5
VEA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.12M 11.23%
+326,162
2
$6.82M 9.44%
+135,912
3
$6.67M 9.24%
+35,945
4
$6.22M 8.61%
+310,520
5
$4.88M 6.76%
+117,148
6
$4.11M 5.69%
+46,697
7
$3.91M 5.41%
+21,168
8
$2.98M 4.13%
+15,638
9
$2.95M 4.09%
+47,394
10
$2.92M 4.04%
+26,522
11
$2.64M 3.65%
+23,971
12
$2.41M 3.34%
+9,873
13
$2.36M 3.27%
+20,453
14
$1.93M 2.67%
+38,002
15
$1.88M 2.6%
+19,593
16
$1.75M 2.43%
+35,018
17
$1.64M 2.27%
+39,807
18
$749K 1.04%
+13,031
19
$667K 0.92%
+16,193
20
$572K 0.79%
+20,589
21
$546K 0.76%
+10,765
22
$446K 0.62%
+10,683
23
$417K 0.58%
+2,902
24
$370K 0.51%
+6,086
25
$348K 0.48%
+5,213
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