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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
251
$3K ﹤0.01%
+22
252
$3K ﹤0.01%
+71
253
$3K ﹤0.01%
+47
254
$3K ﹤0.01%
+54
255
$3K ﹤0.01%
+18
256
$3K ﹤0.01%
+14
257
$3K ﹤0.01%
+17
258
$3K ﹤0.01%
+50
259
$3K ﹤0.01%
+28
260
$3K ﹤0.01%
+27
261
$3K ﹤0.01%
+17
262
$3K ﹤0.01%
+48
263
$3K ﹤0.01%
+77
264
$3K ﹤0.01%
+26
265
$3K ﹤0.01%
+21
266
$3K ﹤0.01%
+14
267
$3K ﹤0.01%
+37
268
$3K ﹤0.01%
+40
269
$3K ﹤0.01%
+35
270
$3K ﹤0.01%
+49
271
$3K ﹤0.01%
+10
272
$2K ﹤0.01%
+42
273
$2K ﹤0.01%
+14
274
$2K ﹤0.01%
+15
275
$2K ﹤0.01%
+60
9 10
11
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