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
$107M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$6.82M
3
+$5.1M
4
MBFI
MB Financial Corp
MBFI
+$2.73M
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$1.9M

Top Sells

1
+$19.7M
2
+$7.33M
3
+$5.04M
4
EVHC
Envision Healthcare Holdings Inc
EVHC
+$2.51M
5
MINI
Mobile Mini Inc
MINI
+$1.99M

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%
+74
227
$4K ﹤0.01%
+20
228
$4K ﹤0.01%
+68
229
$3K ﹤0.01%
+48
230
$3K ﹤0.01%
+70
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$3K ﹤0.01%
+18
232
$3K ﹤0.01%
+31
233
$3K ﹤0.01%
+11
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$3K ﹤0.01%
+18
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$3K ﹤0.01%
+43
236
$3K ﹤0.01%
+34
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$3K ﹤0.01%
+23
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$3K ﹤0.01%
+49
239
$3K ﹤0.01%
+90
240
$3K ﹤0.01%
+46
241
$3K ﹤0.01%
+17
242
$3K ﹤0.01%
+85
243
$3K ﹤0.01%
+31
244
$3K ﹤0.01%
+10
245
$3K ﹤0.01%
+70
246
$3K ﹤0.01%
+10
247
$3K ﹤0.01%
+11
248
$3K ﹤0.01%
+145
249
$3K ﹤0.01%
+120
250
$3K ﹤0.01%
+53
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