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
301
$2K ﹤0.01%
+35
302
$2K ﹤0.01%
+40
303
$2K ﹤0.01%
+60
304
$2K ﹤0.01%
+47
305
$2K ﹤0.01%
+27
306
$2K ﹤0.01%
+82
307
$2K ﹤0.01%
+6
308
$2K ﹤0.01%
+24
309
$2K ﹤0.01%
+19
310
$2K ﹤0.01%
+18
311
$2K ﹤0.01%
+24
312
$2K ﹤0.01%
+49
313
$2K ﹤0.01%
+160
314
$2K ﹤0.01%
+27
315
$2K ﹤0.01%
+9
316
$2K ﹤0.01%
+56
317
$2K ﹤0.01%
+56
318
$2K ﹤0.01%
+27
319
$1K ﹤0.01%
+16
320
$1K ﹤0.01%
+59
321
$1K ﹤0.01%
+32
322
– –
-53,728
323
$0 ﹤0.01%
+1
324
$0 ﹤0.01%
+1
325
$0 ﹤0.01%
+1
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