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
251
$3K ﹤0.01%
+23
252
$3K ﹤0.01%
+20
253
$3K ﹤0.01%
+22
254
$3K ﹤0.01%
+71
255
$3K ﹤0.01%
+47
256
$3K ﹤0.01%
+54
257
$3K ﹤0.01%
+18
258
$3K ﹤0.01%
+14
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260
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+50
261
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+28
262
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+27
263
$3K ﹤0.01%
+17
264
$3K ﹤0.01%
+48
265
$3K ﹤0.01%
+77
266
$3K ﹤0.01%
+26
267
$3K ﹤0.01%
+21
268
$3K ﹤0.01%
+14
269
$3K ﹤0.01%
+37
270
$3K ﹤0.01%
+40
271
$3K ﹤0.01%
+35
272
$2K ﹤0.01%
+36
273
$2K ﹤0.01%
+24
274
$2K ﹤0.01%
+42
275
$2K ﹤0.01%
+14
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