Portfolio (Quarterly)
Guide ↗
Coyle Financial Counsel LLC
· CIK 0001593038| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 3,495.0 | $219K | 0.05% | -65.0 | -1.8% | $62.75 | -31.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%