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
26
$1.47M 1.38%
18,872
-66
27
$1.38M 1.3%
22,039
+849
28
$1.36M 1.27%
13,565
+4,365
29
$1.35M 1.26%
13,830
-2,241
30
$823K 0.77%
5,863
-667
31
$758K 0.71%
48,485
-268
32
$735K 0.69%
9,278
+91
33
$729K 0.68%
2,686
-7,128
34
$656K 0.61%
+17,478
35
$637K 0.6%
15,104
+2,642
36
$624K 0.58%
4,009
-318
37
$464K 0.43%
9,260
+63
38
$458K 0.43%
5,655
+148
39
$425K 0.4%
+17,505
40
$362K 0.34%
7,275
+6,845
41
$357K 0.33%
6,894
-1,480
42
$350K 0.33%
1,876
+1,698
43
$312K 0.29%
+3,660
44
$305K 0.29%
5,800
45
$261K 0.24%
+1,064
46
$217K 0.2%
6,296
+5,686
47
$165K 0.15%
+493
48
$163K 0.15%
+7,665
49
$162K 0.15%
+2,798
50
$161K 0.15%
+6,685
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