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CFC
Coyle Financial Counsel Portfolio holdings
AUM
$473M
1-Year Est. Return
19.4%
This Fund
S&P 500
This Quarter
Est. Return
+6.78%
1 Year Est. Return
+19.4%
3 Year Est. Return
+46.75%
5 Year Est. Return
+52.43%
10 Year Est. Return
–
AUM
$87.3M
AUM Growth
–
Cap. Flow
+$84.2M
Cap. Flow
% of AUM
96.49%
Top 10 Holdings %
Top 10 Hldgs %
59.85%
Holding
45
New
45
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Value ETF
VTV
|
+$10.2M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
+$9.67M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$6.79M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$4.87M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$4.62M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 11.55% |
| 2 | Consumer Discretionary | 6.75% |
| 3 | Technology | 5.12% |
| 4 | Healthcare | 3.67% |
| 5 | Consumer Staples | 3.67% |
Similar funds
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CTWM
PCM
MCA
BSI
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KC
Coyle Financial Counsel's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Coyle Financial Counsel, which disclosed 45 positions worth $87.3M. Its ten largest holdings account for 60% of the portfolio.
Its largest position is Vanguard Morningstar Value ETF: 99,301 shares worth $10.6M.
By sector, the portfolio is most concentrated in Industrials at 12% of assets, followed by Consumer Discretionary and Technology.
- Coyle Financial Counsel's largest Q4 2017 buy was Vanguard Morningstar Value ETF: 99,301 shares worth $10.6M.
- Coyle Financial Counsel's ten largest holdings make up 60% of its $87.3M portfolio in Q4 2017.
- Coyle Financial Counsel disclosed 45 positions in Q4 2017, its first 13F filing on record.
Based on Coyle Financial Counsel's 13F filing for Q4 2017, filed 13 Feb 2018.