Portfolio (Quarterly)
Guide ↗
Coyle Financial Counsel LLC
· CIK 0001593038| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 11,485 | $1.1M | 0.23% | SOLD |
| 2 | PFF | ISHARES TR | — | 10,000 | $310K | 0.07% | SOLD |
| 3 | QCOM | QUALCOMM INC | Technology | 1,487 | $254K | 0.05% | SOLD |
| 4 | NOW | SERVICENOW INC | Technology | 1,605 | $246K | 0.05% | SOLD |
| 5 | DG | DOLLAR GEN CORP NEW | Consumer Defensive | 1,775 | $236K | 0.05% | SOLD |
| 6 | FDX | FEDEX CORP | Industrials | 771 | $223K | 0.05% | SOLD |
| 7 | AXP | AMERICAN EXPRESS CO | Financial Services | 565 | $209K | 0.04% | SOLD |
| 8 | VOD | VODAFONE GROUP PLC NEW | Communication Services | 11,251 | $149K | 0.03% | SOLD |
| 9 | — | AMCOR PLC | — | 13,210 | $110K | 0.02% | SOLD |
Sector Allocation
Financial Services
39.5%
Technology
21.0%
Consumer Cyclical
11.4%
Industrials
10.1%
Communication Services
7.9%
Healthcare
6.0%
Energy
1.6%
Consumer Defensive
1.6%
Real Estate
0.4%
Utilities
0.4%