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
276
$2K ﹤0.01%
+15
277
$2K ﹤0.01%
+60
278
$2K ﹤0.01%
+250
279
$2K ﹤0.01%
+27
280
$2K ﹤0.01%
+41
281
$2K ﹤0.01%
+78
282
$2K ﹤0.01%
+28
283
$2K ﹤0.01%
+51
284
$2K ﹤0.01%
+51
285
$2K ﹤0.01%
+87
286
$2K ﹤0.01%
+17
287
$2K ﹤0.01%
+5
288
$2K ﹤0.01%
+48
289
$2K ﹤0.01%
+111
290
$2K ﹤0.01%
+33
291
$2K ﹤0.01%
+112
292
$2K ﹤0.01%
+43
293
$2K ﹤0.01%
+29
294
$2K ﹤0.01%
+59
295
$2K ﹤0.01%
+14
296
$2K ﹤0.01%
+88
297
$2K ﹤0.01%
+18
298
$2K ﹤0.01%
+35
299
$2K ﹤0.01%
+40
300
$2K ﹤0.01%
+60
10 11
12
13 14