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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
1 Year Est. Return
+19.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$6.82M
3
+$5.06M
4
MBFI
MB Financial Corp
MBFI
+$2.68M
5
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$2.01M

Top Sells

1
+$19.4M
2
+$7.33M
3
+$5.04M
4
EVHC
Envision Healthcare Holdings Inc
EVHC
+$2.43M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.92M

Sector Composition

1 Industrials 14.28%
2 Financials 7.02%
3 Technology 6.61%
4 Consumer Discretionary 4%
5 Consumer Staples 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
+35
227
$4K ﹤0.01%
+74
228
$4K ﹤0.01%
+20
229
$3K ﹤0.01%
+17
230
$3K ﹤0.01%
+85
231
$3K ﹤0.01%
+31
232
$3K ﹤0.01%
+48
233
$3K ﹤0.01%
+70
234
$3K ﹤0.01%
+18
235
$3K ﹤0.01%
+31
236
$3K ﹤0.01%
+11
237
$3K ﹤0.01%
+18
238
$3K ﹤0.01%
+43
239
$3K ﹤0.01%
+34
240
$3K ﹤0.01%
+23
241
$3K ﹤0.01%
+90
242
$3K ﹤0.01%
+46
243
$3K ﹤0.01%
+70
244
$3K ﹤0.01%
+10
245
$3K ﹤0.01%
+11
246
$3K ﹤0.01%
+145
247
$3K ﹤0.01%
+120
248
$3K ﹤0.01%
+53
249
$3K ﹤0.01%
+23
250
$3K ﹤0.01%
+20
8 9
10
11 12