CFC

Coyle Financial Counsel Portfolio holdings

AUM $434M
1-Year Est. Return 14.25%
This Quarter Est. Return
1 Year Est. Return
+14.25%
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
301
$2K ﹤0.01%
+27
302
$2K ﹤0.01%
+9
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$2K ﹤0.01%
+56
304
$2K ﹤0.01%
+56
305
$2K ﹤0.01%
+27
306
$2K ﹤0.01%
+41
307
$2K ﹤0.01%
+78
308
$2K ﹤0.01%
+28
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$2K ﹤0.01%
+60
310
$2K ﹤0.01%
+47
311
$2K ﹤0.01%
+65
312
$2K ﹤0.01%
+27
313
$2K ﹤0.01%
+28
314
$2K ﹤0.01%
+82
315
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+21
316
$2K ﹤0.01%
+49
317
$2K ﹤0.01%
+36
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+24
319
$1K ﹤0.01%
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320
$1K ﹤0.01%
+59
321
$1K ﹤0.01%
+32
322
$0 ﹤0.01%
+1
323
– –
-53,728
324
$0 ﹤0.01%
+1
325
$0 ﹤0.01%
+1
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