CFC

Coyle Financial Counsel Portfolio holdings

AUM $468M
1-Year Est. Return 19.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.82%
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
276
$2K ﹤0.01%
+21
277
$2K ﹤0.01%
+42
278
$2K ﹤0.01%
+14
279
$2K ﹤0.01%
+250
280
$2K ﹤0.01%
+36
281
$2K ﹤0.01%
+27
282
$2K ﹤0.01%
+24
283
$2K ﹤0.01%
+41
284
$2K ﹤0.01%
+78
285
$2K ﹤0.01%
+28
286
$2K ﹤0.01%
+51
287
$2K ﹤0.01%
+51
288
$2K ﹤0.01%
+87
289
$2K ﹤0.01%
+17
290
$2K ﹤0.01%
+5
291
$2K ﹤0.01%
+48
292
$2K ﹤0.01%
+111
293
$2K ﹤0.01%
+33
294
$2K ﹤0.01%
+112
295
$2K ﹤0.01%
+43
296
$2K ﹤0.01%
+29
297
$2K ﹤0.01%
+59
298
$2K ﹤0.01%
+14
299
$2K ﹤0.01%
+88
300
$2K ﹤0.01%
+18
10 11
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